1989 Present SkillsConstruction Drawings, Specifications, Design Specifications, Shop Drawings, Architects, Building CodesFort Wayne, Indiana AreaVice President at Wells FargoFinancial ServicesEducationIndiana UniversityPurdue University Fort Wayne 1980 1986Fort Wayne, Indiana AreaPresident at Waterman Financial ServicesFinancial ServicesEducationIndiana UniversityPurdue University Fort Wayne 1980 1986Business, EconomicsIndiana UniversityPurdue University Fort WayneBachelor of Science B. S. Economics, EconomicsExperienceWaterman Financial Services January 2014 Present Rotary District 6540 April 2012 Present Fifth Third Private Bank November 2010 January 2014 Rotary District 6540 July 2009 April 2012 Wells Fargo April 2005 November 2010 Wells Fargo Private Bank July 1989 November 2010 Wells Fargo Bank 2002 2004 Wells Fargo 1999 2002 Norwest Bank 1993 1998 SkillsStrategic Financial. , Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA’s, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth. , Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth. , Alternative Investments, Risk Management, Personal Finance, Retirement Income.