Position:
Chief Strategy Officer at Cannon Financial Institute
Work:
Cannon Financial Institute
- Greater Memphis Area since Jul 2013
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Chief Strategy Officer
Raymond James Financial Inc.
- Greater Memphis Area Oct 2012 - Jun 2013
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Senior Vice President
Morgan Keegan
- Greater Memphis Area 2009 - 2012
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Managing Director, Morgan Keegan Investment Adviser
Morgan Keegan
Jan 2005 - Oct 2012
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Director, Wealth Management Services
Morgan Keegan
2002 - Oct 2012
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Managing Director
Morgan Keegan
- Greater Memphis Area Oct 2001 - Dec 2004
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Director, Business Development and Training
Morgan Keegan
- Greater Nashville Area Feb 1995 - Sep 2001
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Financial Advisor
U.S. House of Representatives
- 8th Congressional District, Tennessee Jul 1994 - Jan 1995
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Campaign Manager, Friends of John Tanner
Education:
University of Strathclyde 1993 - 1994
Rotary Ambassadorial Scholar, History and Political Science
Murray State University 1989 - 1993
Bachelor of Science (BS), Organizational Communication and Finance
Skills:
Management, Business Development, Training, Finance, Financial Services, Series 7, Wealth Management, Series 63, Retirement Planning, Investments, Asset Allocation, Mutual Funds, Investment Advisory, FINRA