Experience

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  New england life

  Jan 1982 - Jan 1985

  Analyst

  Defined benefit reporting

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  Howard simon & associates

  Jan 1985 - Jan 1989

  Supervisor,team leader.

  Managed a team of Recordkeepers who prepared allocations and tax reporting for defined contribution plans.

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  Suntrust bank

  Jan 1990 - Jan 2013

  Vice president and client manager, institutional investment solutions

  Relationship responsibility for institutional and commercial clients of employer sponsored 401(k), health & welfare, stock option, non-qualified and defined benefit plans. Deliver expertise through strategic plan design, fiduciary oversight, benchmarking, compliance and fee review as well as new revenue generation. Develop with employers, solid fiduciary policies, procedures and offer strategic planning concepts for employer benefit consolidation and expense control. Active in the community as a volunteer, speaking on topics such as financial preparedness for Buying a Home and Planning for Retirement. Show less

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  Financial planning association of georgia

  Jan 2007 - Jan 2013

  Past president

  Chairman 2011President 2010Director of Membership 2006 - 2009

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  Edward jones

  Jan 2013 - Jan 2014

  Financial advisor
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  Axa advisors

  Jan 2014 - Jan 2015

  Financial consultant

  FINRA Series 7, Series 66, Licensed Life, Accident, Health and Variable Annuities.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.

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  Money concepts

  Jan 2014 - now

  Financial advisor

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