Velocity Advisors, LLC - Denver, CO since Feb 2009
Managing Director
Republic Financial Corporation Jun 2006 - Jan 2009
Director of Operations
Nightingale & Associates, LLC 2002 - 2006
Managing Director
Stephens Inc. 1991 - 1998
Associate / Assistant Vice President
Education:
Wake Forest University 1986 - 1991
Bachelor of Science, Business and Economics
Skills:
Due Diligence Financial Modeling Strategic Planning Operations Improvement Corporate Development Private Equity Cross-functional Team Leadership Negotiation Mergers Turn Around Management Venture Capital M&A experience Business Valuation Performance Improvement Management Consulting Executive Leadership
AVI-SPL since 2009
Sales Engineer
Integrated Technology Companies Jan 2003 - Dec 2008
Sales Account Manager
ProSavvy 1999 - 2002
Director of Affiliate Services
RMI.NET Dec 1995 - Nov 1999
Manager of Account Services
Education:
University of North Carolina at Chapel Hill
BA, Marketing/Journalism
Skills:
Strategy Video Video Conferencing New Business Development Business Strategy Solution Selling Unified Communications Telepresence Channel Partners Sales Managed Services Strategic Partnerships
R&E Supply
Chief Financial Officer
Velocity Advisors Feb 2009 - May 2013
Managing Director
Republic Financial Corporation Jun 2006 - Jan 2009
Director of Operations
Nightingale & Associates 2002 - 2006
Managing Director
Stephens Inc. 1991 - 1998
Associate and Assistant Vice President
Education:
Wake Forest University 1986 - 1991
Bachelors, Bachelor of Science, Economics, Business
Skills:
Due Diligence Financial Modeling Strategic Planning Operations Improvement Corporate Development Private Equity Cross Functional Team Leadership Negotiation Mergers Turn Around Management Venture Capital M&A Experience Business Valuation Performance Improvement Management Consulting Executive Leadership
Investment Advisor And Client Relationship Manager
Morgan Rosel Wealth Management
Investment Advisor and Client Relationship Manager
Keybank Nov 2013 - Jan 2016
Licensed Relationship Manager
Cobiz Wealth Nov 2013 - Jan 2016
Private Client Relationship Specialist
Suntrust Bank Apr 2013 - Nov 2013
Licensed Banker
Wells Fargo Mar 2011 - Apr 2013
Personal Banker
Education:
Georgia Southern University 2013 - 2015
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
Georgia Southern University Jul 2010
Bachelors, Bachelor of Business Administration
Georgia Southern University 2007 - 2010
Bachelors, Business Administration, Management
Cfa Institute
Skills:
Sales Customer Service Credit Mortgage Lending Consumer Lending Retail Banking Small Business Lending Lines of Credit Series 63 Credit Cards Cross Selling Relationship Management Loans Banking Series 6 Treasury Management Underwriting Loan Origination Management Insurance Financial Analysis Investments Finance Fixed Annuities Mutual Funds Microsoft Excel