Phycor Nov 1995 - Mar 2000
Vice President - Finance and Tax
Bills Asset Management Nov 1995 - Mar 2000
Owner, Partner
Kpmg Aug 1989 - Dec 1995
Senior Tax Manager
Education:
University of Tennessee, Knoxville 1988 - 1989
Master of Accountancy, Masters
University of Tennessee, Knoxville 1984 - 1988
Bachelors, Bachelor of Science, Accounting
Skills:
Investments Asset Management Portfolio Management Mutual Funds Tax Retirement Planning Wealth Management Financial Planning Risk Management Finance Strategic Planning Due Diligence Investment Advisory Investment Management Management Financial Analysis Alternative Investments Leadership Team Building Estate Planning Life Insurance Wealth Planning Social Security Law Social Security
Languages:
English
Certifications:
Certified Public Accountant Certified Financial Planner American Institute of Cpas Cfp Board