Able Life Foundation of Charleston County Feb 2016 - Jun 2018
Executive Director
The Disabilities Foundation of Charleston County Feb 2016 - Jun 2018
Executive Director
Regions Apr 2014 - Jan 2016
Wealth Advisor, Vice President
Morgan Stanley Jul 2010 - Feb 2014
Private Banker, Vice President
Wells Fargo Sep 2003 - Jul 2010
Relationship Manager
Education:
Kutztown University of Pennsylvania 1994 - 1998
Bachelors, Marketing, Business, Business Marketing
Skills:
Estate Planning Series 63 Financial Advisory Cash Management Banking Insurance Wealth Management Services Formal Credit Training Portfolio Management Investments Mortgage Lending Finance Financial Services Wealth Management Mutual Funds Underwriting Finra High Net Worth Individuals Credit Training Financial Analysis Private Banking Commercial Lending Series 65 Loans Series 7 Securities
Interests:
Professional Networking Children Credit Markets Cooking Human Rights Education Financial Industry Running Strategic Planning Reading Novels Travel