Capitas Financial
Wealth Planning Consultant
Axa Equitable Nov 2016 - Aug 2018
Lead Associate - Life Internal Wholesaler
Aon Aug 2015 - Nov 2016
Investment Advisor
Alphastar Capital Management, Llc Mar 2014 - Feb 2015
Regional Sales Director and Business Development Director
Fisher Investments Apr 2013 - Nov 2013
Investment Counselor
Education:
College For Financial Planning 2016 - 2016
Mars Hill University 2007 - 2009
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Washington College
Calvert Hall College High School
Skills:
Wealth Management Retirement Planning Business Development Relationship Management Mutual Funds Investments Asset Management Series 65 Investment Advisory Client Aquisition Capital Markets Model Portfolios High Net Worth Individuals Diversification Alternative Investments Financial Institutions Client Service Oriented Solution Focused
Interests:
Children Economic Empowerment Education Disaster and Humanitarian Relief Human Rights
Certifications:
Chartered Retirement Planning Counselorsm Series 65 Series 6 Series 63
May 2013 to 2000 Investment CounselorLPL FINANCIAL- RIA Services Charlotte, NC May 2012 to Mar 2013 Service360 RepresentativeLPL FINANCIAL- Institution Services Charlotte, NC Mar 2010 to May 2012 Service360 RepresentativeWELLS FARGO FINANCIAL Charlotte, NC Jul 2009 to Feb 2010 Credit Manager
Education:
MARS HILL COLLEGE Mars Hill Mars Hill, NC Mar 2009 to May 2009 Bachelor of Science in Business Administration
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