Resumes
Resumes
Senior Lead Advisor And Shareholder
View pageLocation:
1650 Prudential Dr, Jacksonville, FL 32207
Industry:
Financial Services
Work:
Wells Fargo Advisors Oct 2013 - Sep 2018
Financial Advisor | Vice President-Investments
Venturi Wealth Management, Llc. Oct 2013 - Sep 2018
Senior Lead Advisor and Shareholder
Rbc Wealth Management May 2008 - Oct 2013
Vice President
Morgan Stanley Feb 1995 - May 2008
Vice President-Financial Advisor-Branch Manager
Merrill Lynch Sep 1986 - Feb 1995
Vice President-Financial Advisor
Financial Advisor | Vice President-Investments
Venturi Wealth Management, Llc. Oct 2013 - Sep 2018
Senior Lead Advisor and Shareholder
Rbc Wealth Management May 2008 - Oct 2013
Vice President
Morgan Stanley Feb 1995 - May 2008
Vice President-Financial Advisor-Branch Manager
Merrill Lynch Sep 1986 - Feb 1995
Vice President-Financial Advisor
Education:
Oklahoma City University 1982 - 1985
Master of Business Administration, Masters, Finance Louisiana Tech University 1969 - 1973
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration University of Pennsylvania
Master of Business Administration, Masters, Finance Louisiana Tech University 1969 - 1973
Bachelors, Bachelor of Arts, Bachelor of Arts In Business Administration University of Pennsylvania
Skills:
Alternative Investments
Securities
Mutual Funds
Financial Advisory
Retirement
Investments
Equities
Securities
Mutual Funds
Financial Advisory
Retirement
Investments
Equities