Experience

Spectrum Financial, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Business Development Team Leader

  • Jan 2016 - Present

  Virginia Beach, Virginia

• Marketing & Sales Relationship Management

  • Jun 2007 - Present

  Virginia Beach, VA



National Association of Active Investment Managers

• President & Board Member

  • Jun 2015 - Present

  Originally called SAAFTI and comprised of a small group of successful, passionate firms, NAAIM has grown to include roughly 200 member firms nationwide, managing over $30 billion. NAAIM’s purpose is to promote the common interests of those investment advisors who provide active investment management services to clients. NAAIM’s membership ranges from small regional firms to large national firms with over $1b AUM, including hedge fund managers, mutual fund companies and a variety of other… Show more Originally called SAAFTI and comprised of a small group of successful, passionate firms, NAAIM has grown to include roughly 200 member firms nationwide, managing over $30 billion. NAAIM’s purpose is to promote the common interests of those investment advisors who provide active investment management services to clients. NAAIM’s membership ranges from small regional firms to large national firms with over $1b AUM, including hedge fund managers, mutual fund companies and a variety of other firms that provide professional services to RIAs. As an organization, NAAIM engages in numerous activities to promote active management and further the professional development of its members, including: •Acquiring, preserving and disseminating valuable information relative to, or useful in providing, active investment management services; •Providing the opportunity for members to exchange information, experiences and opinions through discussions, meetings, study and publications; •Keeping its members informed of legislative and administrative changes affecting investment advisory services, and representing their interests in the formulation of policy affecting such services; •Developing and encouraging the practice of high standards of personal and professional conduct among members and the public; •Educating the public with regard to the concept and benefits of active investment management services and promoting the public’s use of such services. Show less


Virginia Tech
• United States
• Higher Education
• 700 & Above Employee
• Resident Advisor

  • Aug 2011 - May 2012

310 Rosemont
• United States
• Retail
• 1 - 100 Employee
• Assistant Manager

  • Aug 2010 - Apr 2012