Location:
4079 Charrwood Trce, Marietta, GA 30062
Work:
Wells Fargo
Jan 2011 - Dec 2017
Former Senior Trust Team Manager
Bank of America
Feb 1988 - May 2010
Senior Vice President
Commercial National Bank
Feb 1986 - Feb 1988
Vice President
Commerce Union Bank
Dec 1983 - Feb 1986
Assistant Vice President
Education:
American Bankers Association National Graduate Trust School 1985 - 1988
The University of Memphis 1979 - 1982
Doctor of Jurisprudence, Doctorates, Law
University of Tennessee, Knoxville 1972 - 1975
Bachelors, Bachelor of Science, Biology
Skills:
Change Management, Trust Management, Fiduciary Services, Mergers, Leadership, Team Building, Wealth Management, High Net Worth Individuals, Banking, Estate Planning, Trust Services, Investment Management, Management, Wealth Management Services, Portfolio Management, Fiduciary, Mutual Funds, Investments, Mergers and Acquisitions, Crm, Asset Allocation, Investment Advisory, Series 7, Private Banking, Finance, Retirement Planning, Securities, Alternative Investments, Team Leadership, Strategic Planning
Certifications:
Six Sigma- Green Certification