Experience

CaptivateIQ

• United States
• Software Development
• 200 - 300 Employee

• Senior Professional Services Consultant

  • Apr 2022 - Present



Financial Resources Group Investment Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Commission Manager

  • Oct 2021 - Apr 2022

• Senior Commissions Analyst

  • Jan 2021 - Oct 2021

  Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

• Commission Specialist

  • Aug 2019 - Jan 2021



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Investment Client Services Representative

  • Feb 2017 - Aug 2019



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Specialist

  • Jul 2016 - Jan 2017