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Director - National Accounts
- 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, 9, 10 and 63 Licenses
- AS in Finance, Columbus State Community College
- BS in Applied Management, Ohio University