
Timeline
About me
Senior Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
Education

The johns hopkins university - carey business school
1990 - 1991BusinessBegan the Masters of Science in Business program, but was unable to complete, as I was transferred to Virginia Beach

The wharton school
2007 - 2007Imca alternative investments program
Randolph-macon college
1985 - 1989Ba in business/economicsActivities and Societies: Phi Delta Theta fraternity, Lacrosse Team
Experience

Shearson lehman hutton inc
Jan 1989 - Jan 1990Financial consultant
Paine webber
Jan 1990 - Jan 1994Investment executive
Paragon resources, inc.
Jan 1994 - Jan 1997Vice presidentConsulting firm specializing in Financial Services Industry.

Wells fargo advisors
Apr 1997 - nowSenior vice president- investment officer, senior financial advisor
Licenses & Certifications

Certified investment manager analyst (cima)
Investments & wealth institute
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