Duluth, Georgia
Aug 2007 – Mar 2020
Senior Vice President and Regional Managing Director
2007 – 2019
Project Lead and Executive sponsor - ETF/Smart Beta investment platform strategy
Jan 2000 – Aug 2007
Senior Vice President - Director
2001 – 2004
Member of Corporate Sales Strategy Committee, Top Sales Producer
Apr 1998 – Jan 2000
Vice President - Head of Business Development
In Progress
Masters, Finance and Risk Management
Texas A&M School of Law
2006
Certificate, Investment Management/Organizational Development
Stanford University
1991
BS, Political Science
Florida State University
Specialties
Portfolio Owner Mgr Senior (Cloud Leader)
Mortgage Loan Officer
Business Analysis Advisor - Enterprise Change Office