Location:
4208 Six Forks Rd, Raleigh, NC 27609
Work:
401 Advisors
Oct 2007 - Jan 2012
Plan Consultant Director
Captrust
Oct 2007 - Jan 2012
Vice President, Financial Advisor
Ing
Jan 2006 - Nov 2007
Client Relations Manager
Fidelity Investments
May 1995 - Mar 2003
Vice President
American Funds
Mar 1989 - May 1995
Team Leader
Education:
University of Redlands
University of California, Davis
Bachelors, Bachelor of Science, Economics
Skills:
Retirement Plan Consulting, Fiduciary Management, Investment Advisory, Financial Advisory, Consulting, Committee Liaison, Erisa, Retirement Planning, Investment Strategies, Pensions, Defined Benefit, Asset Allocation, Qualified Retirement Plans, Asset Managment, Non Qualified Deferred Compensation, Defined Contribution, 401K, Series 7, Iar, Mutual Funds, Wealth Management, Investments, Retirement, Asset Management, Alternative Investments, Strategic Financial Planning, Relationship Management, Series 63, Employee Benefits, Financial Services, Securities