Expert Details
Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment
ID: 735949
Georgia, USA
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2003 | Degree: BA | Subject: Finance | Institution: University of Georgia |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2017 to Present | Employer: Undisclosed | Title: Managing Director | Department: Wealth Management |
Responsibilities:As of September 2019, managed over $4 billion in corporate and individual assets. Expert has provided tailored financial advice and personalized service since 2003. His clientele is comprised of affluent individuals and families, corporate executives, successful business owners, and non-profit organizations who value the customized planning, professionalism, and resources that his team provides. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2017 | Employer: Merrill Lynch | Title: Vice President, Senior Financial Advisor | Department: Wealth Management |
Responsibilities: |
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| Years | Employer | Title | Department |
| Years: 2003 to 2005 | Employer: Smith Barney | Title: Stock Options Trader | Department: Corporate Client Services |
Responsibilities: |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Series 7 - General Securities Representative Examination (2004), Series 66 - Uniform Combined State Law Examination (2004), Life, Variable, Accident, and Sickness Insurance Agent License (2005), Certified Financial Manager - CFM (2005), Certified Special Needs Advisor - CSNA (2007) |