Tiaa May 2011 - Nov 2013
Director, Practice Management and Consultative Sales
Suntrust Bank May 2011 - Nov 2013
Senior Vice President, Wealth Planning Manager
Tiaa Jun 2005 - Apr 2011
Director of Financial Planning
Bank of America Jun 1996 - Jun 2005
Vice President, Global Wealth and Investment Management
Education:
Queens University of Charlotte 2000 - 2001
Miami University 1992 - 1996
Wayne High School
Skills:
Wealth Management Asset Allocation Retirement Financial Planning Consultative Selling Coaching Investment Management Strategic Financial Planning Business Development