Round Table Wealth Management
Managing Director, Head of Wealth Services
Wells Fargo Advisors May 2000 - Apr 2016
Senior Consultant
Think Sharp Creative May 2000 - Apr 2016
President
360 Complete Mar 1997 - Nov 1999
Partner
Rubber Tree Productions 1990 - 1996
Partner
Education:
Lake Brantley High School 1981
Pepperdine Graziadio School of Business and Management
Pepperdine Graziadio Business School
Master of Business Administration, Masters, Marketing, Business Management
University of Florida
University of Florida
Bachelors, Bachelor of Arts, Marketing, Business Management
Pepperdine University
Master of Business Administration, Masters
Skills:
Management Leadership Sales Training Marketing Strategy Executive Coaching Political Consulting Nonprofit Organizations Business Analysis Business Strategy Business Planning Business Process Improvement Business Development Organizational Development Organizational Structure Team Building Professional Development Seminars Contract Recruitment Multi Media Marketing Campaigns Social Media Marketing Brand Development Branding and Identity Financial Planning Financial Modeling Investment Management Fundraising Real Estate Private Equity Private Placements Public Speaking Hold Series 7 Series 67 Series 65 Series 6 Social Media Personal Branding Content Marketing Communication Linkedin Microsoft Excel Microsoft Office