Experience

FSA Investment Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Sep 2022 - Present

  Pensacola, Florida, United States



Highland Associates

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Apr 2015 - Present

• Director

  • Oct 2017 - Sep 2022



Warren Averett

• United States
• Accounting
• 500 - 600 Employee

• Senior Performance and Investment Analyst

  • Apr 2012 - Apr 2015

  • Compile relevant macro-economic and financial market information for investment committee members • Monitor portfolio, asset class, and manager performance and report to firm investment committee. • Support investment consultants in researching and evaluating current and prospective investment managers and asset classes



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Vice President - Investor Relations

  • Jun 2008 - Apr 2012

  • Completed extensive financial analysis for large-cap banks and other large regional peers, including financial performance metrics, credit trends, capital, liquidity, etc. • Developed and maintained relationships with buy-side and sell-side analysts (equity and fixed income); participated in calls, responded to their requests and inquiries; relay the company’s messaging • Participated in the planning, preparation and organization of senior executive presentations and conference call



PwC

• Professional Services
• 700 & Above Employee

• Associate and Senior Associate

  • Jul 2004 - Jul 2008

  • Senior engagement leader on site, which included completing financial statement, compliance and internal controls audits. Supervised a team of between 3-6, reviewing their work and providing both formal and informal constructive coaching and criticism. Primary clients included aerospace & defense contractors, financial services and healthcare companies • Senior engagement leader on public healthcare company, gaining experience with healthcare regulatory environment and insurance and… Show more • Senior engagement leader on site, which included completing financial statement, compliance and internal controls audits. Supervised a team of between 3-6, reviewing their work and providing both formal and informal constructive coaching and criticism. Primary clients included aerospace & defense contractors, financial services and healthcare companies • Senior engagement leader on public healthcare company, gaining experience with healthcare regulatory environment and insurance and Medicare/Medicaid reimbursements • Analyzed financial and operational performance of a multi-strategy hedge fund, which primarily specialized in emerging markets and distressed/high yield debt securities Show less



University Center for Economic Development

• Graduate Assistant

  • Jul 2003 - Jun 2004

  • Worked extensively with Jerry Tokofsky, Producer of Oscar nominated "Glenngary Glenn Ross", assisted with setting budgets for movies and trying to lure movie projects to Alabama • Prepared and presented presentations to rural towns in Alabama the benefits of creating and implementing a Community Development Corporation which promotes and supports community developments