ICMA-RC Washington, DC 2007 to 2014 Investment AssociateJohn Hancock Atlanta, GA 2001 to 2006 Internal SalesCredit Suisse First Boston Charlotte, NC 1999 to 2001 Senior Investor Services Associate
Education:
Georgetown University Washington, DC 2014 to 2014 Certificate in Financial PlanningUNC Charlotte, NC 1995 to 1999 B.A. in Political Science
Skills:
project management training, behavioral finance and emotional intelligent training, Franklin Covey Time management training