Lpl Financial
Financial Intelligence Unit Analyst
Banc of America Investment Services Inc./Merrill Lynch Oct 2007 - Jul 2012
Senior Investment Specialist and Officer, Premium Team
Ameriprise Financial Services, Inc. Sep 2006 - Oct 2007
Financial Advisor
Sep 2006 - Oct 2007
Wfs Aml Surveillance Team Manager
Education:
Wake Forest University 2015
Master of Business Administration, Masters
Wofford College 2006
Bachelors, Bachelor of Arts, Finance
Skills:
Finance Business Development Client Relationship Management Project Management Alliance Building Strategic Market Planning Insider Trading Investigations Data Analysis Client Relations Risk Mitigation Team Mentoring Process Innovation Group Collaboration New Account Acquisition Brokerage Operations Project Direction Data Management Team Training Risk Management Client Retention Account Management Process Improvement Financial Accounting Problem Solving Fundraising Quality Assurance Investments Financial Advisory Financial Intelligence Financial Analysis Revenue Analysis Sales Customer Service Wealth Management