Citizens Bank Wealth Management
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Citizens Bank Wealth Management Employees
Citizens Bank Wealth Management October 1999 - Present
Citizens Bank Wealth Management 1999 - May 2013
General Motors - SPO May 1996 - September 1999
Skills
Wealth Management, Relationship Management, Financial Services, Sales Management, New Business Development, Marketing, Customer Service, Sales, Strategic Planning, Retirement Planning, Business Development, Team Building, Project Management, Marketing Strategy, Process Improvement, Customer Retention, Budgets, Building Relationships, Microsoft Office, Marketing Communications, Direct Marketing, Microsoft Excel, Cross Selling, Highly resourceful, Interior Design, Banking, PowerPoint, Multi Tasking, Negotiation, inno, nitro pdf, nitro, Public Speaking, Event Planning, Event Management, Advertising, Time Management, Credit, Investments, Loans, Portfolio Management, Retail Banking
Education
Central Michigan University 1996 — 1999
BAA, Communications and Technology
FirstMerit Private Bank June 2013 - Present
Citizens Bank Wealth Management July 2004 - June 2013
Fifth Third Bank 1998 - 2001
Fifth Third Bank 1998 - 2001
Skills
Loans, Commercial Lending, Relationship Management, Sales, Sales Management, Retirement Planning, Small Business Lending, Risk Management, Mortgage Lending, Banking
Education
Central Michigan University 1985 — 1989
BS, Organizational Communication, Marketing, Business Management
Riverview Gabriel Richard High School 1981 — 1985
High School
The Dow Chemical Company September 2010 - Present
Citizens Bank Wealth Management December 2005 - September 2010
Skills
Process Improvement, Management, SharePoint, Marketing, Sales Management, Training, Account Management, Troubleshooting, Software Documentation, Logistics, Marketing Strategy, Strategic Planning, Strategy, Project Management, Cross-functional Team..., Customer Service, Leadership, Microsoft Office, Six Sigma
Education
Davenport University
Bachelor in Business, Business Administration
Delta College
Associate, Business Studies - Legal Assistant
FirstMerit Bank March 2008 - August 2013
Citizens Bank Wealth Management 2003 - 2008
Citizens Bank Wealth Management 1997 - 2003
Michigan National Bank 1993 - November 1997
Oxford Financial Group, Ltd. 1991 - 1993
Skills
Portfolio Management, Asset Management, Investments, Wealth Management, Financial Planning, Risk Management, Equities, Asset Allocation, Series 7, Strategic Financial..., Investment Management, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Private Banking
Education
The Ohio State University 1984 — 1988
Bachelor's, Business Administration
U.S. Bank August 2012 - Present
1st Source Bank Personal Asset Management Group January 2012 - August 2012
St. Mary's of Michigan August 2007 - July 2011
Citizens Bank Wealth Management 2002 - 2010
National City Bank 1998 - 2002
First of America Bank 1989 - 1998
Education
University of Illinois at Chicago 2009 — 2011
Master of Science, Patient Safety Leadership
Northwood University
BBA, Business
ABA National Graduate Trust School 1980 — 1984
Michigan State University January 2008 - Present
Citizens Bank Wealth Management 1986 - January 2008
North Shore Bank 1982 - 1985
Skills
Fundraising, Program Development, Annual Giving, Nonprofits, Public Relations, Strategic Planning, Alumni Relations, Prospect Research, Grant Writing, Volunteer Management, Higher Education, Community Outreach, Stewardship
Education
The College of St. Scholastica 1979 — 1983
BA, Business
Michigan State University
Citizens Bank Wealth Management 1989 - Present
Citizens Bank - Flint 1998 - 2003
Skills
Banking, Financial Analysis, Loans, Credit, Commercial Banking, Retail Banking, Deposits, Cash Management
Education
Baker College Business and Corporate Services 1982 — 1989
Bachelor, Computer Science, Accounting
Tri-Star Trust Bank August 2009 - October 2011
Citizens Bank Wealth Management 1985 - March 2009
Willingham & Cote', PC 1973 - 1985
Skills
Wealth Management, Estate Planning, Small Business Lending, Commercial Lending, Estate Administration, Credit, Asset Allocation, Retail Banking, Investments, Portfolio Management, Retirement Planning, Investment Advisory, Series 7, Financial Advisory
Education
Central Michigan University
BS, Business
Lansing Community College
Associates Business Administration, Paralegal
Capital Mortgage Funding October 2013 - Present
Citizens Bank Wealth Management 2009 - 2011
Bank of Birmingham 2005 - 2007
Huntington National Bank Private Financial Group 2003 - 2005
Fifth Third Bank Private Banking 1999 - 2003
Michigan National Bank 1979 - 1999
Skills
Wealth Management, Retail Banking, Sales Management, Relationship Management, Business Development, Private Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Financial Services, Commercial Lending
Education
Denison University
Bachelor of Arts (B.A.)
CBA Graduate School of Retail Bank Management, University of Virgina
Telemus Capital LLC May 2015 - Present
CIG Corp. October 2013 - May 2015
Citizens Bank Wealth Management January 2008 - September 2013
Qualigence 2003 - October 2007
Fifth Third Bank 1987 - 2003
Skills
Strategic Thinking, Possess strong..., Goal Oriented, Strong leadership skills, Proven ability to build..., Wealth Management, Leadership, Management, Employee Benefits, Small Business Lending, Marketing, Banking, Commercial Lending, Sales, Budgets, Investments, Finance, Retirement, Financial Analysis, Portfolio Management, Credit, Financial Planning, Financial Services
Education
Michigan State University 1978 — 1982
Bachelor of Arts (BA), Education
Cannon Financial Institute
Personal Trust
Cannon Financial Institute
Retirement Plans
Cannon Financial Institute
Leadership Conference
Sparrow Health System March 2013 - Present
Sparrow Health System October 2010 - March 2013
Eaton County Medical Care Facility June 2012 - October 2012
Citizens Bank Wealth Management March 2008 - January 2011
Sears Holdings Corporation March 2004 - March 2008
Figure Skating Instructor January 2000 - March 2008
Skills
Hospitals, Healthcare, Cpr Certified, Medical Terminology, BLS, Nursing, Patient Education, Vital Signs, EMR, Medication..., Patient Safety, Patient Advocacy, Medical/Surgical, Acute Care, HIPAA, Inpatient, Epic Systems, IV, Pain Management, Direct Patient Care, Telemetry
Education
Walden University 2014 — 2017
Bachelor's degree & Master's Degree, Nursing
Lansing Community College 2011 — 2012
Associate's degree, Nursing
Michigan State University 2004 — 2007
Bachelors of Science, Kinesiology
Harmony Quilts/Retired July 2011 - Present
Hurley Medical Center June 2003 - June 2010
Citizens Bank Wealth Management December 1976 - August 2002
McDonald Dairy 1968 - 1976
Skills
Quilt Artist, Design, sew, interpret,..., EHR, EMR, Healthcare Information..., Healthcare Management, Hospitals, Medicare, Nonprofits, Nursing
Education
Baker College of Flint
Northwood University
Bachelor of Business Administration (B.B.A.)
FirstMerit Bank February 2014 - Present
Citizens Bank Wealth Management September 2003 - February 2014
Citizens Bank October 1999 - March 2003
Citizens Bank September 1998 - October 1999
Citizens Bank August 1993 - September 1998
Citizens Bank June 1991 - August 1993
Citizens Bank October 1989 - June 1991
Skills
Investments, Accounting, Tax, Wealth Management, Managerial Finance, Account Reconciliation, Banking, Credit, Financial Analysis, Commercial Banking, Financial Risk, Retail Banking
Education
Baker College of Flint 1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Computer Science/Accounting
Baker College of Flint 1982 — 1985
Associate's degree, Accounting