Location:
785 Whitney Dr, Biloxi, MS 39532
Work:
Platinum Capital Advisors
Independent Financial Advisor
Investment Professionals, Inc.
2010 - 2013
Financial Advisor
Metlife
2008 - 2010
Financial Advisor
Mississippi Gulf Coast Community College
2003 - 2008
Speech Instructor
Sage
2007 - 2007
Account Executive
Ubs
2005 - 2007
Financial Advisor
Electronic Clearing House
2002 - 2003
Senior Account Manager
First Data Corporation
1985 - 2001
Senior Account Manager and Gaming Division
Run For Cover Band
1985 - 1990
Keyboardist and Guitarist
Education:
Jones County Junior College
Institute of Business and Finance
The University of Southern Mississippi
Master of Science, Masters, Bachelors, Bachelor of Science, Public Relations
Skills:
Financial Planning, Retirement Income Strategies, Investments, Financial Services, Asset Allocation, Certified Annuity Specialist, Corporate and Municipal Bond Analysis, Investment Strategies, 401K Rollover Specialist, New Business Development, Public Relations, Small Business Retirement Plans, Retirement Planning, Relationship Management, Pensions, Life Insurance, Portfolio Management, Fixed Annuities, Electronic Payments, Retirement Income Expert, Strategic Financial Planning, Stock Market Analysis, Money Management, Finance, Iras, Retirement, Licensed Life Insurance Agent, Irrevocable Life Insurance Trusts, Bonds, Long Term Care Insurance, College Teaching, Microsoft Office, Corporate Training, Corporate Communications, Event Planning and Management, Speech Writing, Writing For Business Publications, Ach, Check Processing and Guarantee, Credit Card Transaction Processing, Call Center Development, Financial Institution Relationship Management, Certified Income Specialist, Wealth Management, Musician, Insurance, Strategic Planning, Management
Certifications:
Certified Income Specialist
Series 7 General Securities Representative
Series 66 Registered Investment Advisor
Certified Annuity Specialist (Cas)