Education:
Ph.D. 1994; Kansas State University; Education M.B.A. 1990; Long Island University; Finance B.S. 1985; Kansas State University; Marketing, Finance and General Business
Experience:
Raymond James and Associates: Jan 2008 to present Title: Financial Advisor Responsibilities: Management of personal and business finances for individuals, including Municipal and Corporate bonds; stocks, annuities and insurance. Allstate Financial: October 2005 to Jan 2008 Title: Financial Advisor Responsibilities: Support clients of Allstate Insurance with advice regarding investments retirement and insurance. First Command Financial Services: March 1998 – October 2005 Title: Financial Advisor Responsibilities: Support senior members of the military with investments, insurance and retirement needs. Kansas State University: June 1990 – June 1997 Title: Assistant Professor, Department of Marketing and International Business Responsibilities: Research, Instruction and Service (student advisor) Taught classes in Marketing, Consumer Behavior, Quantitative Methods, International Marketing. TVAL average 3.8/4
Licenses:
Series 6;65;63;7;24 Health and Life Awards: Who’s Who Among University Professors; Numerous production awards both internally and nationwide within above listed companies. Published in refereed presentations. Areas of Research: Dissertation concerned a quantitative study regarding the effects of religion and culture on receiving and accepting new information; effectiveness of distance learning methods; ethical practices of business both internationally and domestically; international marketing within the context of global culture.