Experience

Match Grade Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Investment Advisor

  • Oct 2021 - Present

  Mount Pleasant, South Carolina, United States



Double E Insurance & Financial Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer, Financial Advisor

  • Oct 2021 - Present

  Mount Pleasant, South Carolina, United States Navigating complex insurance and financial decisions. Together. At Double E Insurance & Financial Solutions, our goal is to eliminate the complexities of purchasing appropriate insurance and suitable investments. We make the entire process easy because guiding us at the forefront are your hopes, dreams and personal goals toward a better life for you and your loved ones. Whether you are considering traditional insurance, a benefits package or a retirement investment plan, we spare you the… Show more Navigating complex insurance and financial decisions. Together. At Double E Insurance & Financial Solutions, our goal is to eliminate the complexities of purchasing appropriate insurance and suitable investments. We make the entire process easy because guiding us at the forefront are your hopes, dreams and personal goals toward a better life for you and your loved ones. Whether you are considering traditional insurance, a benefits package or a retirement investment plan, we spare you the industry jargon and hype with clarity and plain talk, so you can make intelligent and informed decisions to protect, secure and grow your future. Show less



Aegon Asset Management

• Netherlands
• Investment Management
• 700 & Above Employee

• Regional Vice President

  • May 2018 - Sep 2021

  Pittsburgh, Pennsylvania



Janus Henderson Investors U.S.

• United States
• Investment Management
• 1 - 100 Employee

• Associate Director

  • Oct 2017 - May 2018

  Denver, CO

• Senior Internal Wholesaler

  • Jul 2016 - Sep 2017

  Denver, Colorado

• Internal Wholesaler

  • Mar 2015 - Jul 2016

  Denver, Colorado



PNC

• Travel Arrangements
• 1 - 100 Employee

• Broker Support (Investments)

  • Oct 2014 - Feb 2015

  Greater Pittsburgh Area

• Merchant Services Sales Representitive

  • Feb 2011 - Oct 2014

  Washington PA

• Sales

  • Jul 2007 - Feb 2011

  Consumer and Business Sales