Job Title: Wealth Advisor and Investment Strategist
Company: Main Street Wealth Advisors
Industry: Financial services
Mentor Since: Fall 2009
Will Mentor: Graduate Students, Early Career MBA
Profile
Background
Job Description
Investing and financial planning for families and individuals
Company Description
We focus on tactically active portfolio management using Nasdaq Dorsey Wright research and comprehensive financial planning.
Employment History
Financial Advisor Main Street Wealth Advisors 2010 - Present Financial Advisor Morgan Stanley Smith Barney (WA) March 2004 – 2010 Service Manager Kuhlman Technologies (WA June 2000 - February 2004 Educational Consultant: WA Grolier Publishing (WA) May 1998 - May 2000 District Service Manager: Copier Div. Eastman Kodak Company (WA) June 1989 - November 1997 Service Engineer: Minilabs Worldwide Eastman Kodak Company (NY) December 1985 - May 1989 High School Biology Instructor Bryan Station High School (KY) August 1974 – June 1980 Additional: Calligraphy Instructor (adult ed), TV Station (engineering), Civil Engineer (drafting), Voice-overs
Education
Transylvania University - Bachelor of Arts in Biology, University of Kentucky - Master of Science in Education, University of Kentucky - Bachelor of Science in Electrical Engineering
Mentoring Objectives & Scope
Work with students to provide real world experience when answering their questions, ask students thought-provoking questions about their goals, examine the importance of work/life balance, networking the right way, where would you like to be in 5, 10, 15 years?…and more
When and where do you hold meetings with your students?
When I’m out of town via Zoom, FaceTime, Skype, or other video conference software. When in Seattle, meet at cafés or on campus in library
Additional Information
Mentor sessions focus on areas of interest to students and real world situations.