Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
Merrill Lynch |
Financial Advisor |
Charlotte |
August 1998 - Present |
Bank of America |
Corporate Accountant |
Providence/Charlotte |
July 1994 - August 1998 |
Accomplishments
- UBS Wealth Advisor
- Certified Investment Management Analyst (CIMA®)
Education
- Bachelors of Science - University of Rhode Island 1994
- MBA from Providence College 1997
Licenses
- State of North Carolina, Life, Health and Long Term Care Insurance Licensed
Personal & Community
- Youth Football Coach
- Youth Basketball Coach
- Chair of Clean Air Carolina
Registered States:
AR, CA, CT, DE, FL, GA, LA, MA, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, WA, WI