INSTRUCTOR Math-BUSINESS-FINANCE--ECONOMICS
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Enjoy teaching and developing students academically, professionally and self-confidence. On--Line Certified-Retention 95% +++ Currently High School Math and Business Instructor; Instructor at IMSA North, Aug. 2025 to current, Indianapolis, IN Workplace Specialist License/2026; High School Geometry with concentration of Hands-On Learning, Intro to Business/Dual Credit and Personal Finance/Dua; Credit. JA Stock Sponsor and Instructor,
High School Math and Business Instructor - IMSA North - Indianapolis, IN
(2025)
Workplace Specialist License/2026; High School Geometry with concentration of Hands-On Learning, Intro to Business/Dual Credit and Personal Finance/Dua; Credit. JA Stock Sponsor and Instructor
Academic Instructor of Business and Finance Courses - Ivy Tech Community College; University of Indianapolis - Downtown and Hamilton County
AP Macro Economics-High School, Intro to Business, Business Communications, Business Law, Management, International Finance at Ivy Tech Community College for Downtown and Hamilton County and University of Indianapolis both Finance 310-Real Estate and Intro to 210-Finance. Continual Retention of 90% and greater at all schools. Teaching all three Venues of Face to Face, On-Line and Zoom. Time period of over 3 years each.
Instructor - Harrison College/IBC - Indianapolis, Indiana
Business, Finance, Algebra, Business Writing and Composition, Chemistry, Government, Macro and Microeconomics, Business Law, Presentation Skills, and other Disciplines for over 13 years full time and 5 years part-time.
Capital Raising and Investment Banking
Raising Capital for Healthcare Operating Companies and Biotech/Medical Device Companies. Series 79 Investment Banking with over 20 years in Capital Raises and Municipal Underwriting and Sales. Specialty in School Finance and Grants.
Investment Banking - Glaser Capital - Indiana, Ohio and Kentucky
Engaged Allied Capital/SBA Group and GE Factoring for Glaser Capital to gain fee income for Investment Bank through the design, leadership, origination and brokering of 7A, 504 Loans and ABL/Factoring Funding. Developed the Indiana, Ohio and Kentucky markets calling on Commercial Banks of both lenders and Special Assets to gain referral access Developed Newsletter and mailers along with monthly seminars and speakers’ group to engage referrals sources.
Lead Salesperson - Provident Securities - Cincinnati
Developed and lead salesperson for Provident Securities of Cincinnati the Retail and Investment Sales with Gross of $800,000 yearly for three years running. Interacted with all branches, commercial and sales staff of the bank. Introduced the weekly lunch program bringing in sales training, speakers, and professional law and accounting firms to participate in referral programs to all departments.
Securities Sales - Merchants Bank of Indianapolis - Indianapolis
Initiated and developed the sales of securities throughout Merchants Bank of Indianapolis and Trust and Investment Seminar Series with local Law Firms. Sold mutual funds, annuities, treasury notes, Municipals, and zero-coupon corporates and treasuries into the creation of the self-directed IRA. Produced fee income of $1.2 million over three years.
Led the bank in sales and developed the bank’s seminars among departments with speakers from target companies to speak to attract and gain access to referrals.
Adjunct Finance Instructor - University of Indianapolis - Indianapolis, IN
(2019)
Adjunct Business-Macro-Eco - Ivy Tech Community College - Indianapolis, IN
(2011 - 2025)
Business & other Discipline - Indiana Business College/Harrison - Indianapolis, IN
(2005 - 2018)
Graduate Sports Finance; School of Levine Public Finance Instructor - Xavier University; Cleveland State
Instructed City and School Finance Directors.
Capital Raises, M&A and Restructuring - OFFERBOARD.COM/CARROLLTON SECURITIES, LLC.
(2014-09 - 2016-12)
Develop Community Banks for Capital Raises and M&A and Restructure of Transaction of Bank Work Outs and Capital Raises for Companies in need of Growth Capital and Acquisitions Capital
MPA - Finance Core - INDIANA UNIVERSITY
Bachelor of Arts - Education; Agriculture-Minor - PURDUE UNIVERSITY
Accounting Courses - University of Indianapolis
