Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
27
27
years of professional experience
Work History
Wealth Advisor, AVP
Old National Bank
01.2019 - Current
Increased client satisfaction by providing customized wealth management solutions tailored to individual needs.
Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
Established strong relationships with clients, enhancing trust and long-term retention rates.
Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
Wealth Management Advisor, CEO
Blythe Financial Group
01.2013 - 01.2019
Wealth Advisor
Adams County Financial Resources
09.2006 - 01.2013
Professional Golfer
Pga Tour
05.1997 - 09.2006
Education
Bachelor of Science - Education With A Minor in Business
The University of Tennessee - Knoxville
Knoxville, TN
05.1997
Skills
Up-to-date market knowledge
Financial Planning
Investment strategies
Portfolio Management
Timeline
Wealth Advisor, AVP
Old National Bank
01.2019 - Current
Wealth Management Advisor, CEO
Blythe Financial Group
01.2013 - 01.2019
Wealth Advisor
Adams County Financial Resources
09.2006 - 01.2013
Professional Golfer
Pga Tour
05.1997 - 09.2006
Bachelor of Science - Education With A Minor in Business