President and Ddo
Discipline Advisors, Inc.
Chief Due Diligence Officer
Triad Advisors Oct 2007 - Mar 2018
Senior Vice President, Investment Products at Triad Advisors
Axa Enterprise Group of Funds 2005 - 2007
Regional
Wells Real Estate Funds 2002 - 2005
Assistant Vice President
Education:
Auburn University 1995 - 2000
Skills:
Securities Investments Alternative Investments Mutual Funds Series 7 Series 63 Wealth Management Finance Series 24 Series 65 Private Equity Asset Management Portfolio Management Asset Allocation Investment Advisory Retirement Planning Finra Financial Advisory Equities Investment Management 401K