Position:
Vice President at LIfetime Wealth Management
Location:
Washington D.C. Metro Area
Work:
LIfetime Wealth Management
- 3141 Fairview Park Dr. Suite 250, Falls Church VA 22042 since Mar 2008
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Vice President
Digital Multi-media Design
Mar 2007 - Mar 2008
-
Chief Marketing Consultant
White House Historical Association
May 2000 - Mar 2008
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Media Content Coordinator
Advanced Wound Care Specialists
May 1999 - Mar 2007
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Technologies and Communications Consultant
SCM Associates, Inc.
Aug 2002 - Dec 2004
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Technologies Consultant
Education:
Wharton Business School 2012 - 2012
The George Washington University - School of Business 2004 - 2007
Sewanee-The University of the South 1996 - 2000
Pensacola Catholic High School 1992 - 1996
Skills:
Investments, Insurance, Financial Planning, Retirement Planning Specialist
Interests:
Professional:
Financial planning; business planning; succession strategies; wealth transfer; annuities; investments; risk management; insurance.
Personal:
Culinary arts, Golf, Photography, SCUBA diving, Tennis.