Position:
Licensed Branch Manager III at Suntrust Bank
Location:
Charlotte, North Carolina Area
Work:
Suntrust Bank
- Charlotte, NC since Apr 2011
-
Licensed Branch Manager III
SunTrust Bank
Nov 2006 - Apr 2011
-
Licensed Assistant Branch Manager II
UBS Financial Services
Nov 2005 - Nov 2006
-
Financial Advisor
Farmers Financial Services
Aug 2001 - Nov 2005
-
Financial & Insurance Agent
Northern Trust Securities Inc
May 1997 - Aug 2001
-
Registered Sales Assistant
Barnett Investments Inc
Mar 1994 - May 1997
-
Registered Sales Assistant
Barnett Asset Management
Jan 1991 - Mar 1994
-
Administrative Assistant
Education:
Virginia Life & Annuity License US - VA - Roanoke 2001 - 2011
University of Florida 1987 - 1989
B.S. degree, Business Administration( Finance Major)
University of Florida - Warrington College Of Business 1987 - 1989
Bachelor of Science in Business Administration, Finance
Florida State University 1985 - 1987
Associates of Art, Business
Florida State University 1985 - 1987
Associate Degree
Gold Coast School of Insurance Inc. US - FL
US - FL
Interests:
9/2009 - Present - ProKennex Racquetball Performance Staff Member
QuickBooks Pro & Payroll 2010 Operator
Honor & Awards:
North Carolina Life & Annuity License
Virgina Life & Annuity License
Virginia Property & Casualty License
Series 7 License
Currently registered with New York Life, Pacific Life, RiverSource, Symetra & Transamerica