Wells Fargo Private Bank 1 W 4Th St Mailcode: D4000 042, Winston Salem, NC 27101 (336)7478691 (Office)
Licenses:
Georgia - Active Member in Good Standing 2001 North Carolina - Authorized to practice law 2004
Experience:
Estate Planning and Review Consultant at Wells Fargo Wealth Management - 2008-2014 Financial and Estate Planning Advisor at Abbot Downing - 2007-2008 Estate Planning & Review Consultant at Wachovia Wealth Management - 2003-2007 Associate at Watson Spence - 2001-2002
Education:
Samford University, Cumberland School of Law Degree - JD - Juris Doctor - Law Graduated - 2001 Davidson College Degree - BA - Bachelor of Arts - History Graduated - 1998
Specialties:
Tax - 50%, 23 years Estate Planning - 25%, 23 years Trusts - 25%, 23 years
Associations:
Estate Planning Council of Winston-Salem, 2013-present Forsyth County Bar Association, 2004-present Forsyth County Women Attorneys Association, 2004-present State Bar of Georgia, Fiduciary Law Section, 2001-present YWCA - Former Board Member, 2004-2009
Listings Short Sales REO Single Family Homes New Home Sales Selling Sellers Real Estate Foreclosures Relocation Investment Properties Condos Investors SFR
Senior Vice President/ Managing Broker At Coldwell Banker Residential Brokerage
Senior Vice President/ Managing Broker at Coldwell Banker Residential Brokerage
Location:
Beverly, Massachusetts
Industry:
Real Estate
Work:
Coldwell Banker Residential Brokerage - Beverly, MA since Jan 2013
Senior Vice President/ Managing Broker
ERA HOME & FAMILY REAL ESTATE - Andover, MA Jan 1999 - Jan 2013
General Manager/Realtor
Martin Army Community Hospital Jan 1997 - Sep 1998
Director of Personnel
Army Dental Command Jan 1995 - Jan 1997
General Manager
Medical Company Jan 1993 - Jan 1995
Operations Manager
Education:
Troy State University 1995 - 1997
State University of New York at Cortland 1987 - 1991
Skills:
HR Management Process Improvement Product Management Strategic Planning Leadership Training Business Development Project Management Staff Development CRM Relocation Real Estate Selling Short Sales Condos Foreclosures Sellers Group Dynamics
Honor & Awards:
Two Meritorious Service Medals, 1996, 1998
President's Circle, Top 200 Company, 2002-2008
Jim Jackson Memorial Award Finalist, 2007
Top Gun Graduate, 2007
Boston Broker Council President's Award, 2005
Massachusetts Broker's License, 2002
New Hampshire Broker's License, 2006
I am proud to say that I am a Christian. I love to listen to Gospel and Christian Music. I especiall love to listen to Jason Crabb and anything from the Gaither Homecoming Series. I love to read Chris...
Bragging Rights:
I do my best praising and worshiping God when I am in the car driving. It is my alone time to comune with him.