Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Atlanta, GA |
June 1997 - Present |
J.C. Bradford & Co. |
Financial Advisor |
Atlanta, GA |
June 1997 - August 2000 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Financial Planner Board of Standards, Inc.
Education
- B.S. Management, Georgia Institute of Technology
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Law
Personal & Community
- Founder, "Chili for the Children" Annual Chili Cook-off Fundraiser supporting JDRF and Family Literacy programs
- President, Georgia Tech Alumni Network- North Metro
- Board Member, Dunwoody Nature Center
- Board Member and Past President 2005-2012, Literacy Volunteers of Atlanta
- Alumni Advisory Board Emeritus, Coca-Cola Scholars Foundation
Registered States:
AL, CA, CT, DC, DE, FL, GA, IA, ID, IL, MA, MD, ME, MI, MS, NC, NH, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI