Experience

Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Financial Advisor - Portfolio Management Director

  • Aug 2008 - Present

  Comprehensive Wealth Management to High Net Worth and UItra High Net Worth individuals and their families. © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html - Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. - The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Business Financial Advisor

  • May 1994 - Aug 2008

  Comprehensive Wealth Management for Individuals and Privately held business. My focus was on individual financial planning and customized portfolio management for high net worth individuals. Also provided a variety of Business Financial Services including Lending, Recapitalizations, Aquisitions, Sales and Divestitures. Comprehensive Wealth Management for Individuals and Privately held business. My focus was on individual financial planning and customized portfolio management for high net worth individuals. Also provided a variety of Business Financial Services including Lending, Recapitalizations, Aquisitions, Sales and Divestitures.



The Fun Company

• Greater Atlanta Area

• Regional Director and Co-Owner

  • Jul 1987 - Apr 1994

  My first job out of college. The Fun Company was a full service provider of corporate special events, catering to Fortune 500 Companies across the Eastern and Central United States. I oversaw New York, New Jersey and New England, growing it from their smallest territory in 1987, to their second largest by 1994. Participating in growing a company from $3MM to $12MM in revenues over 7 years was a wonderful learning ground for my future carreer in working with a lot of owners of privately held businesses. Show less