
Timeline
About me
Partner at Oak Crest Financial Partners
Education

Tennessee tech university
1995 - 1999Bachelor of science (bs) business administration
Tennessee technological university - college of business administration
1995 - 1999Bs business administration and management, general
Experience

Bank of america
May 2001 - Feb 2003Manager in traning
Raymond james
Feb 2003 - Sept 2019Financial advisor, vice president of investments
Legacy investment planning
Sept 2019 - Jan 2023Financial advisor
Stonex advisors inc.
Jan 2023 - nowFinancial advisor
Oak crest financial partners
Oct 2024 - nowPartner
Licenses & Certifications

The six types of working genius certification
The six types of working geniusFeb 2022
Recommendations

Derek longsmith
Director at DeloitteGreater London, England, United Kingdom
Marloes van mourik
Design Engineer at Philips FORS | PhD in Biomedical EngineeringEindhoven, North Brabant, Netherlands
Rebecca sorenson
Technology Consultant at AccelerationDenver Metropolitan Area
Ryan serecky
Talent Acquisition Director US NavyNorth Berwick, Maine, United States
Muhammad ahsan
IP/MPLS | Network Solution Architect | Principal Network Engineer | CCNA | CCNP | ENCOR | SCORLahore District, Pendjab, Pakistan
Seljan mammadli
Leading Tax ConsultantBaku, Baku Ekonomic Zone, Azerbaijan
Zeenat chandrasekhar, pe, se, pmp, realtor
Principal Owner at ZC Consulting Engineers IncOceanside, California, United States
Hashini perera
PBD, Marketing Student at Thompson Rivers UniversityKamloops, British Columbia, Canada
Anton hanekom
Executive Director at Plastics | SACity of Johannesburg, Gauteng, South Africa
Robert fisher
Customer Support AdministratorGreater Richmond Region
...