Captrust Aug 2007 - Aug 2013
Executive Compliance Officer
Wells Fargo Advisors Aug 2007 - Aug 2013
Complex Compliance Specialist
Bank of America Apr 2001 - Jul 2007
Vp-Registered Business Support Manager and Compliance
First Union Securities Oct 1999 - Apr 2001
Discount Broker
Education:
University of North Carolina at Charlotte 2005
Master of Business Administration, Masters
Unc Charlotte Belk College of Business 2002 - 2005
Master of Business Administration, Masters, Business
Wofford College 1995 - 1999
Bachelors, Bachelor of Arts, Business Economics, Business
Ooltewah High School
Languages:
English
Certifications:
Series 4 (Options Principal) Series 7 (General Securities Representative) Series 9 (Sales Principal - Options) Series 10 (Sales Principal) Series 24 (General Securities Principal) Series 27 (Financial and Operations Principal) Series 53 (Municipal Principal) Series 55 (Equity Trader) Series 63 (State Securities Representative) Series 65 (Registered Investment Advisor) Series 87 (Equity Research Principal) Financial Industry Regulatory Authority
Vibrant Health - Wyandotte Neighborhood Clinics
Chief Executive Officer
Rodgers Health May 2014 - Feb 2017
Chief External Relations Officer and Executive Director, Surhc Foundation
The Good Men Project Oct 2014 - Dec 2016
Author
American Red Cross Kansas City Region Nov 2010 - May 2014
Chief Development Officer
Big Brothers Big Sisters of Greater Kansas City Oct 2007 - Nov 2010
Director of Development
Education:
University of Missouri - Kansas City 2004 - 2006
Masters, Public Administration, Management
Oklahoma Baptist University 1998 - 2002
Skills:
Fundraising Nonprofits Leadership Public Speaking Volunteer Management Social Media Marketing Event Planning Board Development Community Outreach Staff Development Strategic Planning Philanthropy Program Development Non Profits Grant Writing Grants Public Relations Social Media Annual Giving Leadership Development Marketing Event Management Management Stewardship Community Development Marketing Communications Program Management Media Relations Non Profit Administration Newsletters Strategic Communications Proposal Writing Planned Giving Research Prospect Research Fundraisers Healthcare Healthcare Management