Fifth Third Private Bank
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Fifth Third Private Bank Employees
ServisFirst Bank December 2014 - Present
Fifth Third Private Bank August 2010 - October 2014
Fifth Third Private Bank July 2007 - July 2010
Wells Fargo Financial June 2006 - June 2007
Skills
Banking, Investments, Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Management, Sales, Finance, Financial Advisory, Investment Management, High Net Worth..., Securities, Asset Allocation, IRAs
Education
Xavier University - School of Business Administration 2007 — 2010
MBA
Morehead State University 2002 — 2006
BBA, Management
Fifth Third Private Bank May 2015 - Present
International Bank 2014 - 2015
J.P. Morgan Private Bank October 2006 - December 2013
MB Financial Bank 2005 - 2006
BB&T 2002 - 2005
Hilliard Lyons 2000 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning
Education
University of Kentucky 1994 — 1999
Bachelor of Arts
DFCU Financial February 2014 - Present
Fifth Third Private Bank February 2012 - February 2014
PLUS Financial Network December 2008 - July 2012
Hartford Life December 2007 - December 2008
CCO Investment Services July 2005 - December 2007
Hantz Financial June 2000 - July 2005
Education
Oakland University 1999 — 2001
Bachelors, Finance
Fifth Third Private Bank June 2012 - Present
Fifth Third Bank 1992 - October 2012
Education
Xavier University 1993 — 1995
MBA, Business
University of Cincinnati 1988 — 1992
BS, Finance, Management
Elder
Calamos Wealth Management LLC June 2013 - Present
Fifth Third Private Bank November 2009 - June 2013
Credit Suisse May 2006 - November 2009
Lehman Brothers 1991 - 2006
Skills
Wealth Management, Asset Allocation, Investments, Mortgage Lending, Strategic Financial..., Finance, Series 7, Portfolio Management, Fixed Income, Asset Managment, Retirement Planning, Alternative Investments, Loans, Wealth Management..., Insurance, Trading, Commercial Lending, Equities, Financial Services, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Purdue University 1987 — 1991
BS, Finance
Matrix Management Institute December 2014 - Present
Fifth Third Private Bank June 2013 - October 2014
Dunphy Wealth Management/Belt Bookkeeping March 2010 - May 2013
Martin Training Associates 2005 - 2006
John R. Green company 1986 - 1989
Skills
Marketing Strategy, Strategic Business..., Consultative Selling, Strategic Financial..., Retirement Planning, Securities, Investments, Wealth Management, Financial Analysis, Mutual Funds, Financial Services, Leadership, Asset Management, Asset Allocation, Investment Advisory, Customer Service, Estate Planning, Sales, Public Speaking, Financial Planning, Insurance, Banking, Credit Analysis, Management, Strategy, Strategic Planning, Business Development, Marketing, Team Building, Consulting, Sales Management, Business Planning, Analysis, Finance, Business Strategy, New Business Development
Education
Xavier University Executive Certificate in Financial Planning 2011 — 2012
Xavier University 1982 — 1986
Bachelor of Arts (B.A.), French
Université Paris Sorbonne (Paris IV) 1984 — 1985
St Ursula Academy 1978 — 1982
Summit Country Day School 1970 — 1978
SS&G Wealth Management March 2012 - Present
UBS October 2011 - March 2012
Fifth Third Private Bank May 1998 - October 2011
The Jupiter Hills Club September 1997 - May 1998
Willoughby Golf Center, Inc August 1993 - September 1997
Skills
Series 7, Series 66, Ohio Life & Health..., Uniform Combined State...
Education
Bowling Green State University 1989 — 1993
BS
Clevleland State University
College for Financial Planning
AAMS
Fifth Third Private Bank 2013 - Present
T. Rowe Price November 2004 - May 2013
T. Rowe Price January 2003 - November 2004
T. Rowe Price May 2001 - December 2002
UPS Capital January 1999 - May 2001
Skills
Estate Planning, Financial Planning..., Insurance Planning, Income Tax Planning, Investment Planning, Education Planning, HNW Relationships, Elder Care, Long Term Care Insurance, Retirement Income..., Risk Management, Social Security Planning, Special Needs Planning, Banking, Mortgage
Education
College for Financial Planning 2013 — 2015
Master of Science, Financial Planning
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance concentration
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing
Humana January 2013 - Present
Fifth Third Private Bank February 2010 - June 2012
JPMorgan Private Client Services January 2006 - January 2010
Charter One Bank January 2006 - April 2006
Union Federal Bank October 1997 - June 2005
Skills
Customer Satisfaction, Private Banking, Retail Banking, Customer Engagement, Office Management, Employee Benefits, Banking, Customer Service, Sales, Staff Development, Investment Banking, Coordinating Events, Project Management, Employee Engagement, CRM, Microsoft Office, Performance Management, Series 7, Process Improvement, Team Building, Outlook, Financial Reporting, PeopleSoft, Investments, Portfolio Management, Training, Management, Loans, Insurance, Leadership
Education
Indiana University-Purdue University at Indianapolis 2012 — 2012
certificate- Professional in Human Resources
University of Indianapolis - School of Business 2003 — 2007
Bachelor of Science
University of Indianapolis - School of Business 2000 — 2003
Associate in Science
Mt Vernon High School 1990 — 1994
Diploma received
Fifth Third Private Bank December 2012 - Present
Fifth Third Private Bank January 2007 - December 2012
Sellstate Elite Realty 2005 - 2007
Prudential Financial August 2004 - May 2005
Prudential Financial 2004 - 2005
Skills
Personal Finance, Estate Planning, Investment Strategies, Wealth Management, Investments, Fixed Annuities, Financial Services, Strategic Financial..., Asset Allocation, High Net Worth..., Securities, Asset Management, Series 7, Investment Advisory, Loans, Investment Management, Mutual Funds, Retirement, IRAs, Retirement Planning, Wealth Management..., Portfolio Management, Financial Advisory, Management
Education
Kent State University
Bachelor of Business Administration, Finance
University of Toledo 2000 — 2001
Business Administration
Fifth Third Private Bank August 2007 - December 2013
Fifth Third Private Bank August 2007 - 2009
Novartis March 2002 - July 2007
GSK January 1995 - March 2002
Skills
Retail Banking, Small Business Lending, Corporate Finance, Risk Management, Cross Selling, Coaching
Education
Shippensburg University of Pennsylvania 1984 — 1988
B.S.B.A., Finance, Marketing, Business law
Upper Dublin Senior High School,
Avalon Wealth Advisory November 2014 - Present
Fifth Third Private Bank March 2010 - November 2014
J.P. Morgan Private Wealth Management September 2005 - March 2010
Skills
Wealth Management, Portfolio Management, Loans, Credit, Financial Advisory, Series 63, Finance, Banking, Commercial Lending, Investments, Small Business Lending, Credit Analysis, Financial Analysis, Financial Services, Commercial Banking, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Private Banking, Risk Management
Education
DePauw University 1993 — 1997
Economics, Music
Carmel High School 1990 — 1993
Huntington National Bank Private Client Group October 2014 - Present
Ave Maria School of Law January 2013 - Present
Ann Howard Banzet, P.A. June 2008 - Present
Twentieth Judicial Circuit 2012 - August 2013
Fifth Third Private Bank February 2010 - August 2012
Aaron A. Farmer, P.L. June 2009 - November 2009
Advocate Consulting February 2006 - February 2008
Cheffy Passidomo Wilson & Johnson September 2004 - February 2006
North Carolina State University 2000 - 2003
Fidelity National Title 1999 - 2000
Skills
Estate Planning, Business Planning, International Tax..., Tax, Wealth Management, Retirement Planning, Trusts, Succession Planning, Small Business, Insurance, Asset Protection, Strategic Planning, Tax Law, Financial Planning, Corporate Law, Legal Research, Retirement, Estate Tax Planning, High Net Worth..., Strategic Financial..., Civil Litigation, Litigation, Asset Management, Arbitration, Investments, Commercial Litigation, Mediation, Corporate Tax, Litigation Support, Finance, Wealth Management..., Financial Planners, Wealth, Wills, Estate Administration, Bankruptcy, Risk Management, Mergers & Acquisitions, Legal Writing, Corporate Governance, Securities, Due Diligence, Charitable Trusts, Legal Issues, Legal Assistance, Courts, Alternative Dispute..., Employment Law
Education
University of Florida - Fredric G. Levin College of Law 2003 — 2004
LLM, Taxation
North Carolina State University 1988 — 1992
BA, Politica Science
Salem Academy
High School
University of North Carolina School of Law
JD with Honors, Law
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
Fifth Third Private Bank July 2014 - Present
Fifth Third Private Bank June 2013 - July 2014
Fifth Third Bank June 2011 - June 2013
Hamilton County Special Olympics October 2011 - May 2012
International Samaritan May 2011 - May 2011
Miami University August 2009 - May 2011
International Samaritan August 2010 - April 2011
Oxford Parks and Recreations December 2009 - February 2011
Miami University - Interfraternity Council January 2010 - December 2010
Kappa Alpha Order December 2009 - December 2010
Skills
Trust Services, Investment Advisory, Wealth Management, Customer Service, Investments, Charitable Trusts, Private Foundations, Relationship Management, GRATs, Reporting & Analysis, Leadership, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Management, Private Banking, 401k, IRAs, IRA's, Coaching, Recruiting, Microsoft Office, Financial Analysis, Sales, Financial Services, Portfolio Management
Education
University of Cincinnati College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Cannon Financial School 2014 — 2014
Trust School 1, Estate Planning
Farmer School of Business 2009 — 2011
BS, Finance
Miami University 2007 — 2011
Bachelor, Finance
St. John's Jesuit High School 2003 — 2007
High School
Fifth Third Private Bank February 2010 - Present
Founders Bank & Trust August 2003 - February 2010
Skills
High Net Worth..., Wealth Management, Banking, Wealth Management..., Credit, Estate Planning, Customer Service, Investment Advisory, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Public Speaking, Commercial Lending, Small Business Lending, Portfolio Management, Nonprofits, Asset Management, Series 7, Team Building, Loans, Consumer Lending, Financial Analysis, Estate Tax Planning, Budgets, Asset Allocation, Commercial Banking, Financial Planning
Education
Davenport University
Bachelor of Applied Science (BASc), Business Administration, Management and Operations
SunTrust Investment Services Inc. 2011 - Present
Fifth Third Private Bank May 2006 - May 2011
Citicorp Investment Services Inc. August 2001 - May 2006
CFS Investments Inc./ CFS Bank June 1997 - August 2001
Gladstone, Keating, and Nussbaum May 1996 - June 1997
Skills
Financial Planning, Investment Management, Risk Management, Retirement Planning, Retirement Income..., Estate Strategies, Global Wealth Management, Education Planning, Cash Flow Management, Debt Management
Education
Stony Brook University 1991 — 1993
Bachelor of Science
Virginia Wesleyan College 1989 — 1991
Forum Financial Management, LP August 2010 - Present
Fifth Third Private Bank 2005 - 2009
LaSalle Bank N.A. 1987 - 2005
Education
Northern Illinois University 1974 — 1976
Finance, Business
J. Sterling Morton East High School 1968 — 1972
Diploma, High School/Secondary Diplomas and Certificates
Fifth Third Private Bank June 2014 - Present
Fifth Third Private Bank May 2011 - June 2014
Fifth Third Private Bank May 2008 - May 2011
White House, Black Market May 2008 - February 2010
Naples Surgical December 2004 - May 2008
Skills
Sales, Investments, Banking, Customer Service, Financial Analysis, Marketing, Risk Management, Management, Event Management, CRM, Program Management, Leadership, Retail, Insurance
Education
Florida Gulf Coast University 2003 — 2007
Communication, Marketing & Public Relations
Merrill Lynch July 2010 - Present
Fifth Third Private Bank August 2007 - July 2010
Morgan Stanley 2004 - 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis
Education
University of Central Florida 2002 — 2004
BSBA, Finance
Bishop Moore
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
Fifth Third Private Bank September 2011 - Present
Lydian Bank & Trust February 2006 - August 2011
SunTrust Bank May 2002 - February 2006
U.S. Army June 1994 - November 1997
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
MBA
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning
University of South Florida 1997 — 2001
BS, Finance
Waterman Financial Services January 2014 - Present
Rotary District 6540 April 2012 - Present
Fifth Third Private Bank November 2010 - January 2014
Rotary District 6540 July 2009 - April 2012
Wells Fargo April 2005 - November 2010
Wells Fargo Private Bank July 1989 - November 2010
Wells Fargo Bank 2002 - 2004
Wells Fargo 1999 - 2002
Norwest Bank 1993 - 1998
Skills
Strategic Financial..., Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA's, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long-term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth..., Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth..., Alternative Investments, Risk Management, Personal Finance, Retirement Income..., Fixed Income, Succession Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1986
Business, Economics
Indiana University—Purdue University Fort Wayne
Bachelor of Science (B.S.) (Economics), Economics
Northern Trust October 2012 - Present
Fifth Third Private Bank June 2009 - November 2012
Dykema Gossett PLLC 1995 - 2004
Campbell-Ewald 1990 - 1993
Skills
Trusts, Estate Tax Planning, Charitable Trusts, Estate Planning, Tax Law, Wealth Management..., High Net Worth..., Investments, Succession Planning, Retirement Planning, Risk Management, Financial Advisory, Wealth Management, Investment Advisory, Securities
Education
University of Michigan Law School 1993 — 1995
JD, Law
Adrian College 1986 — 1990
Bachelor of Business Administration (BBA), Marketing, magna cum laude
Fifth Third Private Bank November 2013 - Present
Endzone Coverage 2009 - Present
ESPN 2006 - 2008
Northwestern Mutual 2005 - 2007
Skills
Entrepreneurship, Public Speaking, Keynote, Sales Motivation, Presentations, Wealth Management, Investments, Insurance, Broadcast Television, Radio Broadcasting, Sports, Football, NFL, Venture Capital, Business, Leadership, Team Building, Team Leadership, Teamwork, Winning Teams, Charity Work
Education
University of Pittsburgh 1987 — 1992
Harvard Business School
Certificate, Entrepreneurial Business Program
Fifth Third Private Bank September 2010 - Present
SunTrust Bank September 2000 - August 2010
Great-West Life and Annuity Insurance Company September 1991 - August 2000
Skills
Asset Management, Banking, Asset Allocation, Portfolio Management, Investments, Tactical Asset..., Equity Research, Equity Valuation, Client Relationship..., Client Acquisition, Client Service, Client Retention, Asset Managment, Wealth Management, Mutual Funds, CRM, Client Services, Investment Strategies, Investment Advisory, Customer Acquisition, Investment Management, Customer Retention, Risk Management, Financial Analysis, Finance, Financial Planning, Management
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1992
MBA, Executive Program
Saint Louis University 1978 — 1981
BSBA, Finance
St. Louis U High 1972 — 1976
Independent 2012 - Present
Fifth Third Private Bank March 2011 - August 2012
PNC Wealth Management November 1987 - August 2010
Kidder Peabody January 1984 - November 1987
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Series 7, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Investment Strategies, Securities, Equities, Credit, Banking, Fixed Income, Series 63, Asset Management, Bonds, Financial Analysis, Wealth, Hedge Funds, Private Equity, ETFs, Private Banking
Education
John Carroll University 1974 — 1978
Bachelor of Science, Business Administration
John Carroll University 1974 — 1978
Bachelor's degree in Business Administration, Finance and Financial Management Services
Fifth Third Private Bank June 2014 - Present
Wells Fargo Institutional Retirement and Trust 2011 - 2014
Wells Fargo Institutional Retirement and Trust 2010 - 2011
Wachovia Retirement Services 2006 - 2009
Wachovia Retirement Services 2001 - 2006
Wachovia Retirement Services 2000 - 2001
Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services
Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management
Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS
Fifth Third Private Bank January 2015 - Present
Fifth Third Private Bank December 2011 - December 2014
Fifth Third Private Bank February 2010 - November 2011
Fifth Third Private Bank September 2003 - February 2010
Bank One Trust Company, N.A. August 1999 - September 2003
Edelman Combs & Latturner April 1997 - July 1999
Skills
Banking, Courts, Estate Administration, Estate Law, Estate Planning, Guardianship, Leadership, Legal Writing, Litigation, Management, Wealth, Wealth Management, Credit, Wealth Management...
Education
Robert Morris University - Illinois 1993 — 1995
Bachelor, Business Administration
Fifth Third Private Bank June 2014 - Present
Cypress Trust Company September 2013 - May 2014
Naples, Florida August 2010 - September 2013
Riverside National Bank of Florida August 2003 - August 2010
National City Bank August 2002 - August 2003
Bank of America February 1997 - August 2002
Skills
Wealth Management, Estate Planning, Investments, Financial Services, Portfolio Management, Securities, Investment Management, Asset Management, Banking, Financial Planning, Series 7, Mutual Funds
Education
Northern Kentucky University
Bachelor of Science, Business Management
Fifth Third Private Bank December 2003 - Present
Fifth Third Bank 2003 - Present
Skills
Investments, Financial Analysis, Insurance, Equities, Capital Markets, Financial Modeling, Private Equity, Customer Service, Strategic Planning, New Business Development, Wealth Management, Banking, Portfolio Management
Education
University of Colorado at Boulder 1995 — 1999
Bachelor's degree, History
Fifth Third Private Bank August 2012 - Present
J.P.Morgan 2005 - August 2012
Everence Financial Services January 2001 - December 2004
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Asset Allocation, Alternative Investments, Retirement Planning, Equities, Strategic Financial..., Risk Management, Asset Management, Securities, Investment Advisory, Mutual Funds, Financial Planning
Education
Goshen College 1997 — 2001
BA, Finance/Economics
Bethany Christian High School 1993 — 1997
Fifth Third Private Bank March 2015 - Present
Education
Montclair State University
Bachelor of Arts (B.A.)
Fifth Third Private Bank November 2008 - December 2012
State of Ohio July 2001 - October 2008
Ohio Republican Party March 1999 - June 2001
Education
Capital University Law School 2004 — 2007
Juris Doctorate, Law
Youngstown State University 1990 — 1994
B.A.S., Political Science
Fifth Third Private Bank December 2014 - Present
Key Private Bank May 2012 - December 2014
Huntington Investment Comp December 2005 - November 2011
Skills
Credit, Banking, Loans, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Mutual Funds, Asset Management, New Business Development, Risk Management, Small Business Lending, Personal Financial..., Equities, Relationship Management, Building Relationships, Collaborative Problem..., Collateral, ETFs, Portfolio Management, Series 7, Securities, Strategic Financial..., Financial Services, Mortgage Lending, Consumer Lending, Leadership, Sales, Insurance, Management, Finance
Education
Baldwin-Wallace College 1997 — 1999
MBA, Business Administration
Wittenberg University 1989 — 1993
Bachelor of Arts (BA), Biology, General
St. Ignatius High School 1985 — 1989
High School, College Prepatory
St Luke Elementary
The PrivateBank May 2015 - Present
Urban Partnership Bank October 2014 - May 2015
Fifth Third Private Bank April 2012 - August 2014
Morgan Stanley Smith Barney May 2010 - April 2012
JPMorgan Chase March 2005 - May 2010
JPMorgan January 2003 - March 2005
Skills
Banking, Credit, Customer Relations, Investments, Loans, Client Service, Series 7, Wealth Management, New Business Development, Sales Management, Financial Planning, Coaching, Strategy Development
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing & Finance
Howard University 1987 — 1991
BA, Business/Military Science
Fifth Third Private Bank April 2014 - Present
Key Private Bank August 2011 - April 2014
Northwestern Mutual May 2010 - September 2010
Skills
Finance, Portfolio Management, Investment Management, Private Banking, Team Leadership, Financial Analysis, Financial Reporting, Strategic Financial..., Wealth Management, Estate Planning, Investments, Leadership, Financial Modeling, Microsoft Excel, Wealth Management..., Financial Planning
Education
Miami Univeristy, Farmer School of Business 2007 — 2011
Bachelor of Science (BS), Finance, Music Composition Secondary Concentration
Xavier University
Executive Certificate in Financial Planning
The American College 2015 — 2016
Accredited Estate Planner Designation (AEP®) Education
Fifth Third Private Bank June 2010 - Present
US Trust, Bank of America Private Wealth Management July 2003 - July 2010
Skills
CTFA, Retirement Planning, Investments, Estate Planning, Wealth Management, High Net Worth..., Trusts, Wealth Management..., Trust Services, Asset Allocation, Investment Management, Private Banking, Mutual Funds, Investment Advisory, Portfolio Management, Banking
Education
Hanover College
BA
Boston University
Trust / Cannon Financial Institute
University of Notre Dame
Trust / Cannon Financial Institute
BMO Private Bank January 2015 - Present
Fifth Third Private Bank January 2014 - January 2015
The Andersen Firm, A Professional Corporation January 2013 - 2014
Becker & Poliakoff, P.A. 2010 - 2013
The Andersen Firm, A Professional Corporation 2004 - 2010
West & Feinberg, P.C. 1998 - 2004
Walsh & Joyce, P.A. 1995 - 1998
Education
Duquesne University School of Law 1990 — 1994
J.D., Law
Allegheny College 1984 — 1988
B.S., Biology, magna cum laude
Johnson Bank August 2014 - Present
BMO Harris Bank, N.A. August 2013 - August 2014
Harris myCFO August 2012 - August 2013
Fifth Third Private Bank March 2010 - August 2012
Dalton & Dalton, P.C. April 1991 - March 2010
Skills
Mergers & Acquisitions, Governance, Tax, High Net Worth..., Legal Writing, Accounting, Contract Negotiation, Investments, Joint Ventures, Finance, Internal Audit, Financial Services, Real Estate, Mergers, Management, Estate Planning, Strategic Planning, Estate Tax Planning, Financial Risk, Team Leadership, Trusts, Wealth Management, Negotiation, Analysis
Education
John Marshall Law School 2008 — 2011
LL.M., Taxation
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1990
M.B.A., Finance
DePaul University College of Law 1987 — 1990
J.D.
Valparaiso University 1982 — 1986
B.S., Accounting
Fifth Third Private Bank February 2012 - Present
Associated Investment Services May 2009 - February 2012
Capital Investment Companies & AG Edwards and Sons June 2001 - May 2009
Independent Boseman Investment Group 1992 - 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Finance, Portfolio Management, Investment Advisory, Mutual Funds, Estate Planning, Asset Allocation, Wealth Management..., Financial Advisory, Investment Management, Asset Management, FINRA, Wealth Preservation..., Investment Strategies, Insurance, Uniform Combined State..., Financial Planning, Succession Planning, Multi-generational..., Intergenerational..., Asset Protection, Asset Planning, Wealth Management for...
Education
Duke University 2004 — 2005
Executive Certificate in Financial Planning
The College of Financial Planning 2001 — 2002
Accredited Asset Management Specialist
Bigby Financial Planning, LLC March 2009 - Present
Fifth Third Private Bank February 2005 - February 2009
Vawter Financial September 1996 - February 2005
Skills
Strategic Financial..., Investment Advisory, Wealth Management..., Personal Finance, Portfolio Management, Investments, Wealth Management, Retirement Planning, Series 7, Life Insurance, Investment Management, Small Business, Estate Planning, Retirement, Tax
Education
The Ohio State University 1992 — 1996
Finance
Fifth Third Private Bank Senior Portfolio ManagerFifth Third Bank2007 - Present
Skills
CFA, CAIA, & CFP, Portfolio Management, Investments, Credit, Wealth Management, Asset Allocation, Credit Analysis, Asset Management, Loans, Fixed Income, Equities, Mutual Funds, Banking
Education
Michigan State University 1983 — 1987
Bachelor of Arts (B.A.), Finance
BBVA Compass August 2014 - Present
Santander Investment Services August 2013 - August 2014
Fifth Third Private Bank August 2009 - August 2013
Citi 2008 - 2009
Citibank 2005 - 2008
Citicorp Investment Services and Smith Barney 2003 - 2008
Citicorp Investment Services 2000 - 2003
Citibank 1997 - 2000
Skills
Wealth Management..., Portfolio Management, Investment Advisory, Risk Management, Investments, Financial Modeling, Cross-functional Team..., Wealth Management, Equities, Banking, Asset Managment, Mutual Funds, Finance, Credit, Series 7, Retail Banking, Financial Services, Financial Advisory, Series 63, Wealth, Insurance, Leadership, Relationship Management, Retirement Planning, Corporate Finance, Women Leaders, Strategic Planning, Business Relationship..., Private Banking, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA, Finance
Fifth Third Private Bank January 2011 - Present
UBS April 2010 - March 2011
Professional Computing Resources 2009 - 2009
Stony Point Fund June 2005 - September 2006
Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Wealth Management, Alternative Investments, Financial Analysis, Equity Research, Hedge Funds, Fixed Income, Valuation, Equities, Financial Modeling, High Net Worth..., Retirement Planning, Investment Strategies, Private Equity, Bloomberg, Investment Management, Investment Advisory, Finance, Mutual Funds
Education
Northcentral University 2012 — 2014
Doctor of Philosophy (PhD), Finance and Financial Management Services, 4.0
Davenport University 2009 — 2010
MBA, Finance
Davenport University 2006 — 2009
BS, Finance - Specialty in Investments
ALTIORA GROUP September 2015 - Present
Fifth Third Private Bank March 2013 - July 2015
Fifth Third Securities July 2007 - March 2013
WKRC-TV Local 12 News November 2006 - July 2007
WAKW Radio - Star 93.3 FM May 2006 - December 2006
Skills
Series 7, Series 66, Financial Planning, Life & Health Insurance..., Long Term Care Insurance, Insurance, Securities, Banking, Research, Writing, Customer Service, Microsoft Office, Social Media, Public Relations, Social Networking, Public Speaking, Promotions, Streetscape, CRM, Leadership Development, Youth Mentoring, Christian Ethics, Strategic Financial..., Wealth Management, Uniform Combined State..., Retirement Planning, Investments, Finance, Financial Services, Trust Services, Wealth Management..., High Net Worth..., Private Banking
Education
Xavier University 2011 — 2012
Executive Certificate in Financial Planning
Liberty University 2002 — 2006
B.S., Broadcast Communications & Cross-Cultural Studies
Princeton High School 1998 — 2002
Wells Fargo Private Bank December 2011 - December 2014
Maxbauer Investment Company, LLC 2008 - December 2011
Fifth Third Private Bank January 2002 - April 2008
Bank One/First Chicago-NBD Bank January 1996 - June 2000
National Bank of Detroit June 1992 - December 1995
Skills
Political Economy, Leadership, Managerial Finance, Capital Markets, 501c3, International Business
Education
Michigan State University - The Eli Broad College of Business 1980 — 1982
MBA, Finance
Michigan State University 1974 — 1978
B.A., Economics
Fifth Third Private Bank July 2008 - Present
National City Bank January 2007 - July 2008
UBS Wealth Management April 2005 - January 2007
Morgan Stanley May 2001 - April 2005
Skills
Commercial Lending, Credit, Wealth Management, Small Business Lending, Loans, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Asset Management, Asset Allocation, Fixed Income, Mortgage Lending, Private Banking, Series 63, Series 65, Life Insurance, Series 24
Education
University of Michigan-Dearborn 2004 — 2009
Master of Business Administration (MBA)
University of Michigan-Dearborn 1997 — 2000
Bachelor of Business Administration (BBA), Finance
University of Michigan-Dearborn 1997 — 2000
Bachelor of Arts (BA), Psychology
Fifth Third Private Bank March 2012 - Present
Lasky Fifarek & Hogan, P.C. October 2008 - January 2013
Gilbreath Law Firm, PLC January 2008 - October 2008
Thomas M. Cooley Law School May 2007 - January 2008
Foster Zack & Lowe, P.C. May 2004 - December 2007
Willingham & Cote, P.C. January 2000 - May 2004
Einheuser & Florka, P.C. June 1998 - January 2000
Benson, Kent County Circuit Court January 1996 - January 1997
Department of Consumer and Industry Services January 1996 - December 1996
Holliday, Fenoglio January 1993 - January 1994
Skills
Estate Planning, Litigation, Probate, Elder Law, Real Estate, Wills, Succession Planning, Legal Services, Corporate Law, Employment Law, Trusts, Business Transactions, Tax, Non-profits, Small Business, Public Speaking
Education
Thomas M. Cooley Law School 1995 — 1997
Juris Doctorate
Michigan State University 1987 — 1992
Bachelors of Science, Psychology
Flint Powers Catholic High School 1983 — 1987
HS Diploma, College Prep
St. Roberts
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank) June 2009 - Present
Fifth Third Private Bank February 2006 - June 2009
UBS Warburg July 1999 - January 2003
J.C. Bradford July 1999 - July 2000
Olde Financial (HR Block) October 1995 - April 1999
Paine Webber 1995 - 1995
Paine Webber 1995 - 1995
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7
Education
The Ohio State University 1991 — 1994
B.S., Financial Management
The University of Akron
Fifth Third Private Bank June 2013 - Present
Fisher College of Business September 2010 - May 2013
Fifth Third Bank June 2012 - August 2012
ROAR Logistics June 2011 - August 2011
Arts & Sciences Career Services September 2009 - June 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
B.S.B.A., Finance & International Business
Fifth Third Private Bank 2002 - Present
West Side Catholic Center 2009 - 2011
Education
Purdue University 1994 — 1998
St. Ignatius
The Salvation Army September 2015 - Present
First American Wealth Management Group November 2013 - September 2015
Fifth Third Private Bank July 2012 - September 2013
US Bank - The Private Client Reserve December 2009 - July 2012
Leadership Collier 2011 - 2012
Leadership Collier 2010 - 2011
Bank of America October 2007 - October 2009
Bank of America May 2004 - October 2007
Private Capital Management 2003 - 2004
Northern Trust 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing
Education
University of Richmond 1986 — 1990
BA, Pol Sci and Third World Studies
University of Florida 1991 — 1993
MALAS (Latin American Studies)
Canon Financial Institute 2002 — 2002
Certificate, Institutional Custody
Florida Banker's Association Graduate Trust School 1998 — 2000
Certificate, Trust Administration
Naples High 1982 — 1986
Maner Costerisan Certified Public Accountants January 2012 - Present
Grand Valley State University Financial Aid Office June 2010 - December 2011
Spectrum Health April 2010 - February 2011
Fifth Third, Private Bank February 2009 - April 2009
Skills
Data Entry, Spreadsheets, Tax, Microsoft Excel, Microsoft Word, Finance, Auditing, Financial Accounting, Accounting, Research, Internal Audit
Education
Grand Valley State University 2009 — 2011
Masters of Science in Taxation, Taxation
Grand Valley State University 2004 — 2009
BBA, Accounting, International Business, English
Shanghai University 2008 — 2008
Summer Study, Mandarin Chinese, Business Economics
Fifth Third Private Bank 2001 - Present
Fifth Third Bank 1994 - Present
Store Fronts, Inc 1970 - 1994
Education
Grand Valley State University 1985 — 1990
Watch Hill Bank May 2014 - Present
goVibrant January 2012 - Present
3rd & Goal Veterans Home Aid January 2011 - Present
The Ndukwe Foundation August 2009 - Present
Huntington National Bank July 2013 - May 2014
Fifth Third Private Bank January 2012 - July 2013
Fifth Third Bank July 2011 - December 2011
BHV Consulting, LLC December 2010 - July 2011
Gilligan Oil Company February 2008 - December 2010
Skills
Loans, Commercial Banking, Finance, Financial Modeling, Real Estate, Business Development, Financial Analysis, Banking, Cash Management, Commercial Lending, Corporate Finance, Banking Relationships, Portfolio Management, Strategic Planning, Credit, Commercial Real Estate, Treasury Management, Insurance, Customer Service, Process Improvement, Credit Analysis, Investments, Leadership
Education
University of Notre Dame 2003 — 2007
Business, Management
University of Notre Dame - Mendoza College of Business 2003 — 2007
Self Employed January 2014 - Present
The Salvation Army September 2012 - Present
Fifth Third Private Bank June 2011 - September 2012
JPMorgan Chase June 2007 - May 2011
Newsradio 750 KXL June 1998 - November 2004
Skills
Editing, Media Relations, Public Speaking, Community Engagement, Broadcast Journalism, Radio Broadcasting, News Writing, Breaking News, Social Media, Sales, Instructor-led Training, Audio Editing, Storytelling, Radio, Public Relations, Press Releases, Newsletters, Event Management, Community Outreach, Marketing, Nonprofits
Education
The University of Memphis 1987 — 1989
Bachelor of Arts, Broadcast Communications
Sullivan University 2005 — 2009
MBA
Florida State University 1985 — 1987
General Studies
Old National Wealth Management August 2012 - Present
Founders Bank & Trust August 2012 - April 2015
Fifth Third Private Bank August 2000 - August 2012
Skills
Wealth Management, Trust Services, Investments, Banking, High Net Worth..., Wealth Management..., Private Banking, Insurance, Investment Management, Financial Services, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, 401k, Series 7, Financial Planning
Education
Grand Valley State University 1996 — 2000
BBA, Finance, Economics emphasis
Fifth Third Private Bank January 1999 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Income Tax, Series 7, Tax
Education
Ferris State University 1987 — 1991
Fifth Third Private Bank July 2008 - Present
Education
University of Michigan-Dearborn 1996 — 2009
Fifth Third Bank June 2015 - Present
Fifth Third Private Bank July 2007 - Present
Fifth Third Bank 1997 - 2007
Fifth Third Bank 1995 - 1997
Fifth Third Bank 1989 - 1994
Fifth Third Bank 1987 - 1989
Skills
Wealth Management, Commercial Banking, Team Leadership, C&I Lending, Sales Management, public speaking, Sales, Fundraising, Community Development, Commercial Lending, Leadership, Business Development, Investments, New Business Development, Management, Relationship Management, Private Banking, Treasury Management, Loans, Banking
Education
University of Cincinnati 1981 — 1985
Bachelor of Arts (B.A.)
Fifth Third Private Bank January 2007 - Present
UBS Wealth Management August 2002 - June 2003
BNY Mellon Wealth Management 1986 - 2002
Skills
Estate Planning, Private Wealth..., LGBT Financial Solutions, Strategic Financial..., Wealth Management, Wealth Management..., Financial Analysis, Employee Benefits, Financial Services, Banking, Financial Planning, Insurance, Real Estate, Portfolio Management, Asset Allocation, Investments, Loans, Securities, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Small Business, Asset Management, Series 7
Education
Carnegie Mellon University 1985 — 1987
MPM
University of Pittsburgh 1974 — 1978
BA, Economics, Mathematics, Spanish
Fifth Third Private Bank July 1998 - Present
Education
University of Evansville
Fifth Third Bank July 2014 - Present
Fifth Third Bank November 2009 - Present
Fifth Third Private Bank August 2012 - July 2014
Fifth Third Bank October 2008 - November 2009
Mortgage Information Services May 2006 - October 2008
ZEN ACQUISITIONS LLC February 2004 - October 2007
Aames Home Loan October 2002 - July 2005
Education
University of Central Florida 2008 — 2010
MBA, Finance and Strategic Management
University of Central Florida - College of Business Administration 1998 — 2002
Finance
Jesuit
Fifth Third Private Bank 2000 - Present
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Asset Managment, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning
Education
Calvin College 1990 — 1994
Bachelor's Degree
Fifth Third Private Bank March 2015 - Present
MERRILL LYNCH WEALTH MANAGEMENT October 2006 - March 2015
WACHOVIA BANK January 2000 - October 2006
Fitzgerald and Co. January 1999 - January 2000
Skills
Banking, Private Banking, High Net Worth..., Investments, Series 7, Series 63, Life & Health Insurance..., Mortgage Lending, Commercial Lending, Marketing Strategy, Strategic Partnerships, Networking, Business Coaching, Credit, Wealth Management, Investment Management, Relationship Management, Risk Management, Loans, Finance, Strategic Financial..., Credit Analysis, Consumer Lending, Asset Managment, Lines Of Credit, Estate Planning, Retirement, Loan Origination, Mortgage Banking, Residential Mortgages, Options, Marketing, Cash Management, Investment Strategies, FINRA, Fixed Income, Wealth, Securities, Wealth Management..., Small Business Lending, Retirement Planning, Financial Advisory
Education
Eckerd College 2003 — 2005
Bachelor of Arts, Business Administration
West Chester University of Pennsylvania 1987 — 1990
Political Science and Government
MWM Advisory Services May 2013 - Present
Fifth Third Private Bank October 2005 - May 2013
Skills
Wealth Management, Wealth Enhancement, Charitible Giving, Tax Mitigation, Wealth Preservation..., Multi-Generational..., Life Insurance, Disability Insurance, Wills, Trusts, Investment Advisory, Alternative Investments, Financial Planning, Retirement, Wealth, Securities, Financial Analysis, Investments
Education
Murray State University 1989 — 1993
BS, Marketing
Eastern Kentucky University 1996 — 1998
MBA, Business Administration
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Fifth Third Bank February 2005 - Present
Fifth Third Private Bank 2005 - Present
Skills
Estate Planning, Wealth Management
Education
Grand Valley State University 1998 — 2002
Masters of Science, Taxation
Western Michigan University 1984 — 1988
BBA,, Accounting
Fifth Third Private Bank November 1998 - Present
PNC Private Bank November 1986 - November 1998
Skills
Private Banking, Loans, Banking, Lines Of Credit, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Commercial Banking, Refinance, Wealth Management, Investments, Small Business Lending, Retirement Planning, Real Estate, Credit Analysis, Financial Analysis, Estate Planning, Treasury Management, Relationship Management
Education
University of Kentucky
Business Education
Fifth Third Private Bank January 2005 - August 2011
Fifth Third Bank January 2001 - January 2005
Bank One, Premier Bank & Trust, and Fifth Third Bank May 1992 - April 1998
Education
University of Pennsylvania 1990 — 1992
B.A., Economics
Boston University 1988 — 1990
Business
Fifth Third Private Bank August 2013 - Present
Raymond James Financial Services April 2009 - August 2013
UBS 2007 - 2008
Smith Barney September 2001 - July 2002
Morgan Stanley February 1995 - September 2001
Huntington National Bank 1992 - 1994
Office of the Comptroller of the Currency 1989 - 1992
Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning
Education
Western Michigan University 1986 — 1989
BBA, Finance, Economics
Marshall University 1984 — 1986
Finance
Barboursville High School
Fifth Third Private Bank February 2010 - Present
J.P. Morgan December 2004 - February 2010
Education
Indiana University Bloomington 1988 — 1991
B.A., Business, Sports Management
TIAA-CREF, Wealth Management Group June 2012 - Present
Fifth Third Private Bank March 2009 - June 2012
Bank of America Merrill Lynch 2004 - 2009
System Soft Technologies, LLC April 2003 - November 2004
Special Data Processing November 2001 - September 2003
Skills
Public Speaking, Contract Negotiation, Business Analysis, Investment Strategies, Asset Protection, Private Wealth..., Insurance Planning, CRM software, Customer Presentations, Credit Analysis, Asset Based Lending, Cross-functional Team..., Follow-up, Trust Services, Estate Planning, Wealth Transfer, Wealth Preservation..., Retirement Planning, Professional Networking, Community Outreach, Sales Management, Succession Planning, Endowments, Custodial Services, Institutional Sales, Asset Allocation, Investment Management, Financial Planners, Loans, Strategic Financial..., Business Networking, Portfolio Management, Wealth, CRM, Commercial Lending, Risk Management, Private Banking, Wealth Management..., Investments, Insurance, Finance, Small Business, Strategy, Wealth Management, Uniform Combined State..., Financial Planning
Education
Florida Bankers Association 2010 — 2012
Trust School, Trust, Estate and Legacy Wealth Planning
Licenses
Series 7, Series 66, FL- 215, LTC
University of Phoenix
MBA, Global Management & Finance
Fifth Third Private Bank February 2012 - Present
JPMorgan Private Bank 2008 - 2012
United States Trust Company 2007 - 2008
Wells Fargo/Wachovia Wealth Management 2006 - 2007
Skills
Mergers & Acquisitions, Financial Analysis, Finance, Strategic Financial..., Strategy, Risk Management, Leadership, Management, Banking, Change Management, Process Improvement, Investments, Financial Modeling, Portfolio Management, Business Strategy, Credit, Financial Planning
Education
Boston University 1985 — 1989
BSBA, Finance
Fifth Third Private Bank April 2013 - Present
Bank of America Merrill Lynch July 2008 - April 2013
Skills
Credit, Mortgage Lending, Loans, Investments, Banking, Fixed Income, Mortgage Banking, Residential Mortgages, Commercial Lending, Loan Origination, Refinance, Equities, Underwriting
Education
The Ohio State University
MBA
The University of Akron
BS
Fifth Third Private Bank June 2002 - Present
Skills
Portfolio Management, Asset Allocation, Investments, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Sales, Finance, Banking
Education
Wright State University 1996 — 1999
Business, Finance
Manchester University 1994 — 1995
Fifth Third Private Bank Vice President & Senior Trust OfficerFifth Third BankFebruary 1993 - Present
Education
Xavier University 1985 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Cincinnati College of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General