Work:
LPL Financial
Field Consultant - Business Development - Institutional Services
Morgan Wilshire Securities Inc - Charlotte, NC
Financial Advisor Recruiter
Evergreen Investments / Wachovia/Wells Fargo Corporation - Charlotte, NC
Field Wholesaler
Evergreen Investments/Wachovia Corporation - Charlotte, NC
Internal Sales Consultant
First Union Brokerage - Charlotte, NC
Brokerage Branch Support Specialist
First Union Brokerage Services - Charlotte, NC
Brokerage Branch Support Specialist
Waddell & Reed Financial Services - Charlotte, NC
Financial Advisor
Walsh Manning Securities - New York, NY
Stock Broker
Maidstone Financial Services - New York, NY
Stock Broker
Lew Lieberbaum & Co - Garden City, NY
Stock Broker
Education:
Belmont Abbey College - Belmont, NC
Bachelor of Arts in Business Management