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Loveland, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Cincinnati | OH | 08/2018 | Present |
| Plk Communities | Cincinnati | OH | 06/2016 | 07/2017 |
| Newell Brands | Cincinnati | OH | 07/2017 | 07/2018 |
I am a financial analyst at U.S. Bank (home-based) in a non investment-related role. I started working here August 2018 and am currently employed still. I am responsible for the financial forecasting for business lines within the bank and working on capital expenditure analysis within the bank.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-27 |
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