- 2005-PresentDiamond Hill Capital Management, Inc.
- 1998-2005Senior Investment Consultant, Charles Schwab Corporation
- 1997-1998Team Leader/Investment Consultant, Bank One Securities Corp.
- 1992-1997Manager-Internal Wholesaling/Wholesaler, BISYS Fund Services
- FINRA Series 6, 7, and 63 Licenses
- State of Ohio Life, Accident, and Variable Annuity Certifications
- AS in Finance, Columbus State Community College