Experience

OnPointWealth

• United States
• Financial Services
• 1 - 100 Employee

• Director of Investments and Planning

  • Jan 2021 - Present

  Peachtree Corners, Georgia, United States



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Associate Wealth Management Advisor

  • Jan 2016 - Dec 2020

  Peachtree Corners, GA

• Associate Financial Representative

  • Jul 2014 - Dec 2015

  Peachtree Corners, GA



Classical Conversations

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

• Program Director

  • 2008 - 2011

  Johns Creek , GA Developed marketing strategies resulting in local program enrollment reaching full capacity. Administered the interviewing, hiring, and ongoing training of tutors resulting in top quality program delivery. Managed all finances including developing and maintaining program budget, invoicing participants, managing payroll, preparing tax related documents, and procuring supplies.



Rhodes Real Estate

• Egypt
• Real Estate

• Operations Manager

  • 2002 - 2005

  Suwanee, GA Oversaw daily operations management for all aspects of the business including marketing, financial reporting, document creation, maintaining the company website, and property closings. Analyzed comparable assets to develop buying and selling pricing strategies.



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Product Manager / Technical Consultant

  • 1994 - 1996

  Norcross, GA Prepared and delivered technical presentations in support of the sales force leading to increased sales of fiber optic related products in new markets. Managed premise distribution connection products from planning stages to factory production. Provided technical support to installation teams and end-users.

• Systems Engineer

  • 1988 - 1994

  Atlanta, GA Conducted pre-planning conferences with major customers to establish requirements of new hardware or major additions to existing hardware. Provided thorough analysis of customer requirements to determine if existing standard equipment circuits, software, and documentation were available to fulfill hardware ordering and software generation requirements. Collaborated with Bell Labs’ technical teams to jointly solve problems and provide for special customer requests. Developed recommendations… Show more Conducted pre-planning conferences with major customers to establish requirements of new hardware or major additions to existing hardware. Provided thorough analysis of customer requirements to determine if existing standard equipment circuits, software, and documentation were available to fulfill hardware ordering and software generation requirements. Collaborated with Bell Labs’ technical teams to jointly solve problems and provide for special customer requests. Developed recommendations to improve the planning and engineering process with a focus on quality.

• Network Design Engineer / Project Manager

  • 1986 - 1988

  Sandy Springs, GA Developed technical proposals and prepared bids to successfully obtain engineering and installation projects. Presented at global trade shows regarding future Integrated Services Digital Network.