The North Highland Company since Dec 2012
Vice President and Wealth Management / Retirement Lead
The North Highland Company Apr 2011 - Dec 2012
Principal and Wealth Management / Retirement Lead
The North Highland Company 2009 - Apr 2011
Senior Manager
Ameriprise Financial 2008 - 2009
Region Director - East
Ameriprise Financial 2006 - 2008
Branch Manager
Education:
Wake Forest University - Babcock Graduate School of Management 1994 - 1996
MBA
Washington and Lee University 1990 - 1994
BS, Business Administration
Skills:
Financial Services Strategic Planning Strategic Consulting Team Leadership Management Consulting Retirement Planning Wealth Management Sales Management Client Experience Training Business Process Improvement Investments