Experience

• 

  First citizens bank

  Apr 2004 - May 2012

  Financial services representative
• 

  Allstate financial services, llc

  Jun 2012 - Feb 2013

  Personal financial representative
• 

  First citizens bank

  Feb 2013 - May 2014

  Senior financial advisor
• 

  Nationwide financial

  Aug 2014 - Mar 2015

  Financial representative
• 

  Bb&t

  Jun 2015 - Jun 2016

  Branch banker
• 

  Prudential financial

  Nov 2016 - Jul 2017

  Financial professional at the prudential insurance company of america

  A Financial Professional• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

• 

  Capital bank

  Jul 2017 - Jul 2019

  • Personal Banker

    Jul 2017 - Jul 2019

  • Financial Service Representative

    Jul 2017 - Jul 2019
• 

  Wells fargo

  Jul 2019 - Dec 2021

  • Premier Banker

    May 2021 - Dec 2021

  • Personal Banker

    Jul 2019 - Dec 2021
• 

  Fidelity investments

  Dec 2021 - now

  • Investment Solutions Help Desk

    Feb 2023 - now

  • Investment Solutions Representative

    Dec 2021 - Feb 2023