Experience

Equis Financial

• United States
• Insurance
• 700 & Above Employee

• Managing Agent

  • Oct 2017 - Present

  Chapel Hill, NC

• Managing Agent

  • Oct 2017 - Present

  Chapel Hill, NC

• Managing Agent

  • Oct 2017 - Present

  Chapel Hill, NC

• Field Underwriter

  • May 2016 - Present

  Chapel Hill, NC Equis Financial Equis Financial is the premier partnership of agents and agency builders. At Equis we truly are the agents' company, providing independent agents with all the tools and support needed to build a lasting and successful career in the insurance industry. Below are just a few of the reasons why Equis Financial has become the best opportunity for independent insurance agents today. Exclusive high-quality lead system. Industry leading compensation. Equis… Show more Equis Financial Equis Financial is the premier partnership of agents and agency builders. At Equis we truly are the agents' company, providing independent agents with all the tools and support needed to build a lasting and successful career in the insurance industry. Below are just a few of the reasons why Equis Financial has become the best opportunity for independent insurance agents today. Exclusive high-quality lead system. Industry leading compensation. Equis training system ensures a fast and profitable start for our new agents. Continued training by top agents to keep our agents at the top of their game. Generous bonus program for both individual agents and agency managers. Vast portfolio of insurance companies & products allow our agents to find coverage for all their clients. Top annuity and final expense products to compliment our life insurance sales. A true plug and play system for agency managers to grow successful and sustainable agencies. Incentive trips to world-class destinations. Support staff to provide assistance with new business, leads, sales, licensing, underwriting, & marketing. All the tools an agent needs to start and grow a lasting career. If you are interested in learning more about the Equis opportunity, please contact Steve Smith at stevesmith141414@aol.com or 804.402.1878.



Kaplan Test Prep

• United States
• Education Administration Programs
• 700 & Above Employee

• Instructor/Tutor

  • Apr 2012 - Present

  I teach KAPLAN GMAT prep courses and conduct individual tutoring sessions for GMAT students. My students have gone on to complete GMAT and/or GMAC programs. My classes are fast-paced but we also have a good time while we learn! If you are interested in learning more about the KAPLAN Test program, visit www.kaptest.com.



Core Business Solutions

• Cost Recovery Advisor

  • Mar 2013 - Present

  "Creating Cash Flow Is What We do" CORE Solutions Group, LLC is one of the nation's leading cost recovery consulting firms specializing in engineering- based cost segregation studies, property tax recovery, research & development tax credits, sustainable building energy studies and retrofits, and Green Guarantee funding programs. The CORE group is comprised of highly credentialed Tax Professionals, Attorneys, Appraisers, Engineers and Commercial Building Consultants with over 75 years… Show more "Creating Cash Flow Is What We do" CORE Solutions Group, LLC is one of the nation's leading cost recovery consulting firms specializing in engineering- based cost segregation studies, property tax recovery, research & development tax credits, sustainable building energy studies and retrofits, and Green Guarantee funding programs. The CORE group is comprised of highly credentialed Tax Professionals, Attorneys, Appraisers, Engineers and Commercial Building Consultants with over 75 years of combined experience. Our mission is to deliver the most reliable and comprehensive engineering based cost recovery programs for the commercial building industry that improves cash flow and results in the highest return on investment for our nationwide clients. To date, we have saved our clients over $200,000,000 and counting.... To find out more about our programs and how you can potentially recover some of your costs, contact me at (804) 402-1878. Show less



ZM Financial Systems

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Mar 2015 - May 2016

  Client Support, Training and Implementation Receiving and documenting client issue Patiently educate client on proper use of the product If product enhancement is necessary, specify enhancement for developers and work with them to complete and test the enhancement Load, run and validate client data prior to implementation Assist in on-site training and implementation for new clients Ad hoc Testing and Research Review, test new software functionality … Show more Client Support, Training and Implementation Receiving and documenting client issue Patiently educate client on proper use of the product If product enhancement is necessary, specify enhancement for developers and work with them to complete and test the enhancement Load, run and validate client data prior to implementation Assist in on-site training and implementation for new clients Ad hoc Testing and Research Review, test new software functionality Perform market related research on fixed income modeling topics Research and document special client projects Show less



Navigon Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • 2014 - 2015



FDM Media Corp

• Regional Account Executive

  • May 2013 - May 2014

  Raleigh-Durham, North Carolina Area Business development, relationship management, SEM/SEO and digital marketing services for a full-service advertising agency.



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2012 - 2013



DMSRMW Associates

• Contractor

  • Oct 2010 - Mar 2012

  DMSRMW performs reviews of transit authorities on behalf of the FTA.



Carolina Capital Markets

• United States
• Financial Services
• 1 - 100 Employee

• SVP Business Development, Compliance Officer

  • Dec 2009 - Oct 2010



SunTrust Investment Services, Inc.

• Financial Services
• 100 - 200 Employee

• VP Retail Broker

  • Feb 2009 - Dec 2009



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• FAA

  • Dec 2008 - Feb 2009



Carolina Capital Markets

• United States
• Financial Services
• 1 - 100 Employee

• SVP Business Development, Account Management

  • Dec 2005 - Dec 2008



Cardinal State Bank

• 1st VP Relationship Management

  • Jun 2004 - Dec 2005



First Citizens Bank

• United States
• Banking
• 700 & Above Employee

• VP Business Development

  • Nov 1989 - May 2004



NCNB

• VP Commercial Lending

  • 1986 - 1989



Kurt Salmon, part of Accenture Strategy

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Consultant

  • 1982 - 1984