Lpl Financial
Executive Vice President, Institution Services Business Consulting
Lpl Financial Jun 2014 - Jan 2016
Executive Vice President, Clearing Services
Lpl Financial Dec 2006 - Jun 2014
Senior Vice President, Institution Services
Uvest Financial Services 1997 - Dec 2006
Senior Vice President
Education:
University of North Carolina at Charlotte 1993 - 1996
Bachelors, Bachelor of Business Administration, Financial Management, Finance
Skills:
Series 7 Wealth Management Financial Planning Series 63 Investments Securities Investment Advisory Series 24 Asset Management Finra Sales Management Retirement Planning Business Development