Senior Client Assoc/Assistant Vice President
Senior Client Associate
Education:
Davidson County Community College 1985
Guilford Technical Community College
Skills:
Asset Allocation Credit Wealth Management Mutual Funds Investments Banking Retirement Planning Financial Services Securities Uniform Combined State Law Investment Advisory Insurance Portfolio Management Series 7 Series 63 Private Banking Customer Service Financial Advisory Finra
Interests:
Social Services Children Cooking Economic Empowerment Traveling Lake Education Environment I Like To Travel Friends and My Pup Loulou Arts and Culture Horseback Riding Lake/Boating Spending Time In the Mountains Spending Time With Family and Friends Movies Mountains Movies (Just A Few Things I Like To Do)