Experience

Steward Partners Global Advisory

• United States
• Financial Services
• 200 - 300 Employee

• Vice President, Registered Client Administrative Manager & Partner

  • Feb 2018 - Present

  Richmond, Virginia Area 1 Park West Circle Suite 106 Midlothian, VA 23114 Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an… Show more 1 Park West Circle Suite 106 Midlothian, VA 23114 Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Associate

  • Oct 2016 - Feb 2018

  Richmond, Virginia Area



Follett Higher Education

• United States
• Retail
• 200 - 300 Employee

• Store Manager

  • Aug 2014 - Oct 2016

  Midlothian, VA