Experience

Capital Investment Companies

• United States
• Financial Services
• 1 - 100 Employee

• Registered Principal

  • Apr 2011 - Present

  I work with my clients to help them achieve their financial goals. I also supervise other financial advisors and assist them in their business activities. Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC I work with my clients to help them achieve their financial goals. I also supervise other financial advisors and assist them in their business activities. Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC



Synergy Investment Group

• Hickory, NC

• Registered Representative

  • Jan 2004 - Mar 2011

  Worked with my clients to help them achieve their overall financial goals. Worked with my clients to help them achieve their overall financial goals.



Merrill Lynch

• Charlotte,NC

• Registered Representative

  • Sep 2003 - Dec 2003

  Office manager for the Steve Thomas Group Office manager for the Steve Thomas Group



Morgan Stanley

• Huntersville, NC

• Registered Representative

  • Oct 2001 - Aug 2003

  Worked with clients to help them achieve their financial goals. Worked with clients to help them achieve their financial goals.



Information Architects

• Charlotte NC

• Chief Operating Officer

  • Aug 1997 - Dec 2000

  Management and Project Management positions with this Y2K remediation company. Management and Project Management positions with this Y2K remediation company.



Corning Cable Systems

• IT Profesional

  • Jan 1997 - Aug 1997

  Senior IT Analyst Senior IT Analyst



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• IT Professional

  • Dec 1977 - Jan 1997

  Developed and supported systems at the Distribution Transformer Business Department. Developed and supported systems at the Distribution Transformer Business Department.