Position:
Client Service Manager at Trilogy Global Advisors
Work:
Trilogy Global Advisors
since Nov 2011
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Client Service Manager
Merrill Lynch Global Institutional Consulting
- Orlando, FL Oct 2010 - Nov 2011
-
VP, Financial Advisor
SunTrust Institutional Investment Solutions
- Orlando, Florida Area Jan 2009 - Oct 2010
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Vice President, Investment Manager
Trusco Capital Management (SunTrust Bank subsidiary)
2004 - 2009
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Vice President, Investment Manager
Southtrust Securities (now Wachovia)
2001 - 2004
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Registered Representative
Charles Schwab
2000 - 2001
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Registered Representative
Education:
Southern Methodist University 1996 - 2000
BA, Economics
Trinity Preparatory School