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Personal Financial Planning Experience
- Over ten years of experience in the financial services industry.
- Experience includes investment research and analysis, compliance examinations and equity trading.
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Career History
- Bedel Financial Consulting, Inc., Investment Analyst
- Charles Schwab & Co., Inc., Project Manager and Registered Representative
- AIG Financial Advisors, Senior Compliance Advisor
Education and Professional Designations
- Bachelor of Science, Business Management, Indiana University of Fort Wayne