Ey May 2019 - Oct 2019
Manager, Transaction Advisory Services
Firestone Building Products May 2019 - Oct 2019
Senior Strategic Business Analyst
Charles Schwab Apr 2015 - Nov 2016
Senior Investment Consultant - Prospect Development Team
Charles Schwab Feb 2014 - Apr 2015
Senior Specialist - Initial Public Offerings
Charles Schwab Oct 2011 - Feb 2014
Financial Services Professional
Education:
Indiana University - Kelley School of Business 2017
Master of Business Administration, Masters
Indiana University Bloomington 2009
Bachelors, Bachelor of Arts
Skills:
Financial Services Management Customer Service Investments Sales Team Building Investment Management Options Strategies Mutual Funds Securities License Portfolio Management Non Profit Administration Equities Strategic M&A M&A Integration Mba
Interests:
Economic Empowerment
Director Of Incentive Compensation, Retirement, And Equity
Clarcor
Director of Incentive Compensation, Retirement, and Equity
Cummins Inc. Jan 2010 - Apr 2014
Us Retirement Team Lead
Cummins Inc. May 2009 - Aug 2009
Internal Controls and Benefits Intern
Education:
University of Tennessee, Knoxville 2008 - 2009
Master of Business Administration, Masters, Supply Chain Management, Finance
University of Tennessee, Knoxville 2002 - 2006
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Certifications:
Qualified 401(K) Administrator (Qka) Qualified Pension Administrator (Qpa) Six Sigma Green Belt