Position:
Managing Partner at Synergy Wealth Group
Work:
Synergy Wealth Group
since Jun 2009
-
Managing Partner
Wells Fargo Advisors
May 2005 - Jun 2009
-
Financial Advisor, Vice President
Genworth Financial
Sep 2004 - May 2005
-
Business Development Manager-Annuities
Wachovia Securities
Feb 2002 - Aug 2004
-
Financial Advisor
Riggs Investment Corp.(Now PNC Bank)
Nov 1998 - Feb 2002
-
Sr. Financial Consultant, Vice President
Signet Financial Services
Feb 1995 - Nov 1998
-
Financial Advisor
Merrill Lynch
Dec 1993 - Jan 1995
-
Financial Consultant
Education:
American University - Kogod School of Business 1999 - 2002
MBA, Finance/Marketing
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 - 1991
BS, Finance