Work:
Morgan Stanley Global Wealth Management
2013 to 2000
Financial Advisor, Certified Financial Planner
Talon Wealth Management
Tampa, FL
Aug 2012 to Jun 2013
Senior Vice President, Certified Financial Planner, Wealth Management Advisor
Self
Tampa, FL
Sep 2006 to Aug 2012
Consultant, Financial Planning and Litigation Consulting
TIAA-CREF
Tampa, FL
2005 to 2006
Wealth Management Advisor, Wealth Management
TIAA-CREF
2005 to 2006
Lead Member, Interactive Educational Academy Parent Leadership Team
Premier Banking and Investments
Washington, DC
2004 to 2005
Vice President, Investments
Riggs Bank
Washington, DC
2002 to 2004
Vice President, Investments, International Banking and Wealth Management Division
SunTrust Bank
Tysons Corner, VA
2001 to 2002
Investment Consultant, Assistant Vice President
SunTrust Bank
Tysons Corner, VA
2000 to 2001
Private Client Advisor, Assistant Vice President
Wachovia Corporation, Wachovia Bank NA
Charlotte, NC
1995 to 1999
Regional retirement plan specialist
Wachovia Corporation, Wachovia Bank NA
Charlotte, NC
1991 to 1999
Investment Consultant/Retirement Plan Specialist, Assistant Vice President
Cabarrus County
1997 to 1997
Member
United Way of Cabarrus County
1996 to 1997
Division Leader
Wachovia Corporation, Wachovia Bank NA
Charlotte, NC
1995 to 1996
Member
Wachovia Bank NA
Charlotte, NC
1991 to 1995
Management Associate/Operations Manager
Wachovia Bank NA
Charlotte, NC
1992 to 1992
Campaign Executive
Devoted
1988 to 1991
Board Director, Event Coordinator, Project Rainbow
Committee Member, Rotaract Club
Southwest, Florida, US
1987 to 1988
Board Director