Parallel Financial Partners
Director of Operations
Mill Town Players Sep 2017 - Nov 2018
Business Manager
The Psgroup Designs For Wealth Plans For Life Apr 2016 - Apr 2017
Financial Professional, Cfpâ
Northwestern Mutual Dec 2011 - Apr 2016
Cfpâ , Lead Associate Advisor To Mark Clary, Cfpâ Wealth Management Advisor
Palmetto Trust and Investment Group Raymond James Jan 2008 - Dec 2011
Financial Advisor
Education:
University of South Carolina 1996 - 2000
Bachelors, Bachelor of Arts, Journalism, Communications
Skills:
Retirement Planning Retirement Estate Planning Disability Insurance Insurance Life Insurance Business Planning Succession Planning Physicians Buy Sell Agreements College Education Planning Qualified Retirement Plans Business Owner Dentists
Certifications:
Certified Financial Planner™ (Link) General Securities Representative (Series 7) Uniform Combined State Law Examination (Series 66) South Carolina Life and Health Producers License Certified Financial Planner (Cfp) Series 66 - Uniform Combined State Law Examination The Cfp® Designation Requires That Certified Individuals Be Knowledgeable About Financial Planning Topics Including Insurance, Employee Benefits, Investments, Taxes, and Retirement and Estate Planning.
May 2013 to 2000 Crisis CounselorVeterans Administration Harlem Vet Center
Sep 2011 to May 2012 Social Work InternAstor Care Geriatrics Mobile Unit
Sep 2010 to May 2011 Social Work InternNew York City Children's Services New York, NY Aug 2007 to Dec 2009 Child Protective SpecialistU.S. Army
May 2000 to Feb 2006 SergeantChild Development Center Brooklyn, NY Feb 1998 to Apr 2000 Teacher AssistantBrooklyn Montessori School Brooklyn, NY Aug 1996 to Apr 2000 Teacher Assistant
Education:
Fordham University Jun 2012 Masters in Social Work