Work:
Hartford Life
2007 - 2010
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President and Chief Operating Officer
Hartford Life
2006 - 2007
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President, U.S. Wealth Management
Hartford Life
2000 - 2006
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EVP, Investment Products Division
First Union Securities
1998 - 2000
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President, Financial Services Group
Wheat First Securities
1995 - 1998
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Managing Director, Investment Products
Education:
Duke University - The Fuqua School of Business 1994
MBA
University of North Carolina at Chapel Hill 1984
BS, Business Administration
Skills:
Mutual Funds, Wealth Management, Financial Advisory, Relationship Management, Retirement, Insurance, Financial Services, Asset Managment, Fixed Annuities, Investment Management, Investments, Retirement Planning, Investment Strategies