Financial credentials
- Master in Business Administration
- Series 3, 7, 30, 63, 65 Securities Licenses
Experience
38 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
- Managing Director, Client Portfolio Manager, JP Morgan, 2011-2018
- Partner, Senior Portfolio Manager, Dividend Growth Advisors, 2009-2010
- Managing Director, Senior Portfolio Manager, BlackRock, 2004-2008
- Managing Director, Portfolio Manager, Deutsche Asset Management, 1996-2004
- Vice President, Portfolio Manager, US Trust, 1993-1996
Education
- BSBA, Finance, Appalachian State University
- MBA, Babcock Graduate School of Management, Wake Forest University
Personal interests and affiliations
- D&R Greenway, Board Member, 1994 - 2004