Position:
Managing Partner at American Harbour Wealth Management
Work:
American Harbour Wealth Management
since Mar 2001
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Managing Partner
Next Financial
Mar 2001 - Jun 2010
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Branch Manager and OSJ
SunTrust Investment Services
Jan 1993 - Mar 2001
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Investment Consultant
SunTrust Bank
May 1990 - Jan 1993
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Corporate Auditor
Education:
University of Central Florida - College of Business Administration 1986 - 1990
BSBA, Finance
Skills:
Wealth Management, Investment Advisory, Financial Planning, Investment Products, Alternative Investments, Annuity, Mutual Funds, Securities, Series 7, Series 65