Resumes
Resumes
Aspen Institute Leadership
View pageLocation:
Mobile, AL
Industry:
Financial Services
Work:
Collateral Benefits Group - Mobile, Alabama Area since Jun 2012
Investment Advisor Representative
Historic Mobile Preservation Society - Mobile, Alabama Area since May 2009
President
TIAA-CREF Southeast Region Mar 1995 - Feb 2005
Regional Vice President
TEACHERS INSURANCE ANNUITY ASSOCIATION - COLLEGE RETIREMENT EQUITIES FUND Jan 1984 - Jan 2005
Various Positions (see below)
TIAA-CREF Jan 1994 - Jan 1995
Assistant Vice President and Team Manager
Investment Advisor Representative
Historic Mobile Preservation Society - Mobile, Alabama Area since May 2009
President
TIAA-CREF Southeast Region Mar 1995 - Feb 2005
Regional Vice President
TEACHERS INSURANCE ANNUITY ASSOCIATION - COLLEGE RETIREMENT EQUITIES FUND Jan 1984 - Jan 2005
Various Positions (see below)
TIAA-CREF Jan 1994 - Jan 1995
Assistant Vice President and Team Manager
Education:
University of South Alabama 1975 - 1977
MA, Education University of Alabama 1970 - 1973
BS, Education Aspen Institute Leadership
Babson College Executive Education
Center for Creative Leadership
MA, Education University of Alabama 1970 - 1973
BS, Education Aspen Institute Leadership
Babson College Executive Education
Center for Creative Leadership
Skills:
Leadership
Strategic Planning
Business Planning
Business Development
Marketing Strategy
Marketing
Budgets
Employee Benefits
Investments
Crm
New Business Development
Consulting
Retirement Planning
Pensions
Sales Operations
Retirement
401K
Mutual Funds
Erisa
Insurance
Fixed Annuities
Defined Benefit
Series 63
Management
Strategy
Process Improvement
Financial Planning
Customer Service
Program Management
Team Building
Relationship Management
Strategic Planning
Business Planning
Business Development
Marketing Strategy
Marketing
Budgets
Employee Benefits
Investments
Crm
New Business Development
Consulting
Retirement Planning
Pensions
Sales Operations
Retirement
401K
Mutual Funds
Erisa
Insurance
Fixed Annuities
Defined Benefit
Series 63
Management
Strategy
Process Improvement
Financial Planning
Customer Service
Program Management
Team Building
Relationship Management
Interests:
Health
Education
Arts and Culture
Economic Empowerment
Education
Arts and Culture
Economic Empowerment
Awards:
Selected to Participate in Leadership Mobile
Mobile United
Mobile United