
Vice President
Washington D.C. Metro Area

Vice President
Washington D.C. Metro Area
Vice President of Investments at Stifel Nicolaus & Company
Specializing in 401k Rollover Advice, Retirement Planning and Financial Planning for individual investors.
401k Rollover. How to Rollover your 401k to an IRA. What is the best 401k Rollover option? Traditional IRA vs Roth IRA. Help with rolling over your 401k to an IRA. Do I have enough for retirement? What are my 401k Rollover Choices?
401k Rollover. Rollover IRA. Retirement Planning. Financial Advisor. Rollover your 401k to an IRA. Best 401k Rollover. 401k Rollover Help. Roll over a 401k to an Annuity. Mutual Funds. Stocks. Options. Managed Futures. Bonds. CDs. ETFs. Solo 401k. Individual 401k.
(Public Company; 1001-5000 employees; SF; Financial Services industry)
March 2000 — Present (9 years 9 months)
(Privately Held; 1001-5000 employees; Financial Services industry)
October 1995 — March 2000 (4 years 6 months)
(Public Company; 10,001 or more employees; C; Financial Services industry)
July 1992 — October 1995 (3 years 4 months)
1987 — 1991
1987 — 1989