Work:
CNL Securities Corp
Sr Compliance Analyst
BBVA Compass - Birmingham, AL
VP, Investment Legal and Regulatory Advisor (Insurance Compliance Manager)
Regions Bank - Birmingham, AL
VP, Brokerage and Advisory Compliance Manager
Regions Bank - Birmingham, AL
VP, Private Banking Compliance Manager
Regions Bank - Birmingham, AL
VP, Trust Audit Manager
ProEquities, Inc - Birmingham, AL
Senior Compliance Officer, OSJ Group Manager
Investment Advisors (ProEquities) - Birmingham, AL
Marketing Director
Kidwell and Company - Houston, TX
Operations Manager
ProEquities, Inc - Birmingham, AL
Brokerage Services Representative
National Bank of Commerce - Birmingham, AL
Administrative Assistant/Sales Representative - Various Branches
Education:
Birmingham-Southern College - Birmingham, AL
Master of Arts in Public and Private Management in Private Sector Management
Birmingham-Southern College - Birmingham, AL
Bachelor of Science in Business Administration
Skills:
Possess an intermediate-to-advanced level of knowledge and experience in the use of most Microsoft Office programs: Excel - able to build complex spreadsheets to organize and analyze data, including proper formatting for presentation; Word - above-average typing skills used to produce top-quality correspondence to all levels of receivers; Power Point - extensive experience with creating attractive presentations for use in training and communication. Other programs used include Lotus Notes, Groupwise, Outlook, ACT!, SPSS, Morningstar, and Bloomberg.