Financial Advisor at BlueRock Financial Services, LLC (affiliated with Ohio National Financial Services)
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work:
BlueRock Financial Services, LLC (affiliated with Ohio National Financial Services) - Northeast Ohio since 2008
Financial Advisor
USA Mortgage Group 2000 - 2007
President
United States Marine Corps 1993 - 1997
SGT
Education:
Cleveland State University
St. Ignatius High School
Retirement Income Certified Professionalâ , Financial Advisor
Bluerock Financial Services
Retirement Income Certified Professionalâ , Financial Advisor
Usa Mortgage Group 2000 - 2007
President
United States Marine Corps Dec 1, 1993 - Dec 31, 1997
Ssgt and Usmc
Education:
The American College 2014 - 2016
St. Ignatius High School
Saint Ignatius High School
Cleveland State University
Skills:
Investments Strategic Financial Planning Fixed Annuities Small Business Finance Retirement Planning Estate Planning Mutual Funds Iras Asset Allocation Insurance Personal Finance Long Term Care Life Insurance
Krens Kreations Lawn Care & Landscaping
Owner and Operator
Cvs Health
District Training Store Manager
Target May 2012 - Sep 2013
Executive Team Leader
Ruby Tuesday Feb 2007 - May 2012
Server
Education:
Lake Erie College 2007 - 2011
Bachelors, Bachelor of Science, Business Management
Berea High School 2004 - 2007
Skills:
Big Box Driving Results Microsoft Office Store Operations Store Management Loss Prevention Customer Service Shrinkage Planograms Powerpoint Microsoft Excel Training Microsoft Word Cpfr Team Building Leadership Time Management Inventory Management Teamwork Event Management Foundations For Leading