Resume
 

Educational Background
 

masters in business administration
University of Illinois, May 1991 MBA graduate
MBA Emphasis in portfolio management


bachelor of science in business administration
Emphasis in Finance
University of Missouri - St. Louis, May 1989
Magna Cum Laude


bachelor of arts in mathematics
University of Missouri - St. Louis, May 1989
Magna Cum Laude


achievements
Phi Kappa Phi honor society
Beta Gamma Sigma honor society
Certified Financial Planner™
Chartered Financial Consultant Designation
NASD Series 7 Securities Broker License
NASD Series 24 Securities Principal License
Life, Health and Disability Insurance License
Member of American Mensa, Ltd.
Professional experience


university of illinois - champaign urbana
Instructor


Taught undergraduate course in department
of Business Administration

prudential financial services
Financial Representative

Provided financial planning services to individuals in the St. Louis Area

Consultations in Life Insurance and Pension Distribution planning

wendl financial, inc.
President

Providing asset management and retirement planning to individuals and small businesses in the Saint Louis area since 1993.
ASSET MANAGEMENT
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Whether it's newly inherited money or a 401(k) rollover at retirement, Wendl Financial is there to help you manage your assets.

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RETIREMENT PLANNING
We'll help you answer all the questions below not by selling you a product, but by providing objective advice to plan for a ...

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FINANCIAL PLANNING
The financial planning process involves sitting down with the client and gathering the necessary information to make ...

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Securities offered through Consolidated Financial Investments Inc. Member NASD, SIPC.
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