
Timeline
About me
Insurance & Financial Services Professional, NC Farm Bureau
Education

Methodist university
1999 - 2003Bachelor of science (bs) business administration & marketingActivities and Societies: Honors Program, Golf, Christian Student Athletes, Student Activities Committee, Business Club
Experience

Nike
Jan 2004 - Jan 2014Nike swoosh elite advisory staff - consultantThe Swoosh Elite Advisory Staff is an elite group of professionals identified by Nike Golf to consult on the golf business as well as existing and upcoming product to market.

Chevy chase club
Mar 2005 - Nov 2007First assistant professionalPersonnel Management, Operations Management, Client/Member Relations, Budget Management, Event Operations, Golf Instruction, Inter-Department Coordination

Lake presidential / landmark land co
Aug 2007 - May 2012General manager/cooTotal operational and facility management responsibility including personnel management, sales, business development, 4 Food and beverage outlets, retail operations, and on-site instruction academy. 2012 MAPGA Merchandiser of the YearTop 10 Course You Can Play in MarylandFeatured nationally on Golf ChannelIndividual Golf Contributor for Comcast SportsNet The "Golf For Business Destination" in Washington, DC market per Golf Magazine

Edward jones
Sept 2012 - Aug 2013Financial advisorAt Edward Jones, we make sense of investing for the individual investor in reaching their long term financial goals.

Bb&t
Aug 2013 - Jul 2014Investment officerWork with clients to assess current financial situation, define future goals, and recommend products that suit expectation of risk and reward. Host client/advisor educational seminars with wholesalers. Product includes fixed, fixed-indexed, variable & hybrid annuities; mutual funds; managed money; life insurance; long term care solutions. Work with wealth team to polish affluent client cases and match product solutions to meet overall objectives.

Gross, mendelsohn & associates, p.a.
Jun 2014 - Oct 2015Senior investment advisorInstitutional Investment Management firm specializing in affluent individual, trust, and business./corporate client relationships. Utilize a blend of qualitative, quantitative, and technical analysis alongside macro economic inputs to execute a defined global investment strategy implemented into risk-based client portfolios.

North carolina farm bureau mutual insurance company
Aug 2015 - nowAgentProtecting the Standard Of Living of North Carolina families and businesses. Tailored Life Insurance Programs; Auto and Business Auto, Homeowners and Rental Property Coverage, Umbrella Policies, Business Liability/Income/Workers Compensation Programs
Licenses & Certifications

Series 7, series 66, life insurance and long term care, property & casulty, pga member
Nc dept of insuranceJan 2003
Honors & Awards
- Awarded to Nathan PresnalPGA Merchandiser of the Year MAPGA Jan 2012 Our retail operation was recognized as the best/most profitable in DC/MD/VA. A team sales effort, creative marketing, and cross-selling allowed us to achieve this success. While it is an individual award, our team was influential in executing the merchandise plan to create this success.
Volunteer Experience
Volunteer
Issued by Meals on Wheels America
Associated with Nathan PresnalVolunteer
Issued by Food Bank of Central & Eastern NC on Jan 2018
Associated with Nathan Presnal
Languages
- enEnglish
Recommendations

Keith smith
Business Development, Restoration Division at Tendon Systems LLCCharlotte, North Carolina, United States
Shakir shaduli
Software Engineer Trainee at G10X.Kannur, Kerala, India
Hisham salem, cpa, certifr
Financial Planning and Analysis Manager at JulpharDubai, United Arab Emirates
Abdul majeed
Project QA/QC Manager |QMS Certified Lead Auditor CQI IRCA | NEOM | AECOM | PARSON'S Approved | Over...Neom, Tabuk, Saudi Arabia
Amir mohamed
Accountant at Forem International Tradingمصر
Pujan shah
Web DeveloperAhmedabad, Gujarat, India
Mugabi byenkya
Writer, Editor, Rapper and Performing ArtistKampala, Central Region, Uganda
Johannes franz
Ich digitalisiere und automatisiere mit Steuerberatern ihre Kanzlei – für weniger Stress und mehr Zu...Munich, Bavaria, Germany
Thais alves
Psicóloga l Analista de RH l Recrutamento e Seleção l Talent PartnerSão Paulo, São Paulo, Brazil
Bikash adhikari
Automotive Software Engineer | AUTOSAR Integration | ADAS | Embedded System | Automotive Ethernet | ...Mysore, Karnataka, India
...