Location:
511 Rhett St, Greenville, SC 29601
Work:
Parallel Financial Partners
Principal
Bb&T
2008 - 2013
Portfolio Manager
U.s. Trust
2006 - 2008
Portfolio Manager
Rbc Bank
2004 - 2006
Account Manager
Charles Schwab
2000 - 2004
Trading Consultant
Education:
Florida State University - College of Business 1991 - 1994
Bachelors, Bachelor of Science, Marketing
Skills:
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Trading, Financial Analysis, Investment Management, Investment Strategies, Asset Management, Equities, Mutual Funds, Equity Research, Hedge Funds, Investment Advisory, Risk Management, Wealth Management Services, Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Asset Managment, Retirement Planning, Commodity, Private Banking, Derivatives, Bonds, Technical Analysis, Options, Emerging Markets, Hedging, Financial Markets, Corporate Finance, Investment Banking, Equity Trading, Financial Advisory, Securities, Strategic Financial Planning, Valuation
Interests:
Children
Economic Empowerment
Education
Poverty Alleviation
Arts and Culture
Certifications:
Chartered Financial Analyst Cfa
Chartered Market Technician Cmt