Bio
Credentials
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Accredited Asset Management Specialist
College for Financial PlanningFeb, 2018- May, 2026 -
Series 7 and Series 66 Certified
Finra Corp.Jul, 2014- May, 2026
Experience
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Edward Jones
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Greenville, North Carolina
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Financial Advisor
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Oct 2014 - Present
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Greenville, North Carolina
Learn and understand what is most important to clients. Develop and implement strategies enabling them to attain objectives relating to retirement, educational funding, protection and financial security. Establish a partnership of trust and confidence in monitoring performance to reach desired goals.
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First Sun Management Corporation
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Greenville, NC
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Area Director
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Aug 1997 - Jan 2014
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Greenville, NC
Supervised daily operations of 15 -19 Wendy's QSR locations, with four district managers and a total staff of 600 while generating annual revenues exceeding $30M. Accountable for meeting budgeted sales, profits and cost controls. Responsibilities included personnel management, food safety, customer service and maintaining compliance with brand standards. Led turnarounds of two key districts and several underperforming stores. Opened twelve new units.
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Wendtec, Inc.
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Punta Gorda, FL
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Operating Partner
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Nov 1992 - Jul 1997
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Punta Gorda, FL
Opened and operated new Wendy's locations for startup franchisee. Duties involved recruitment and training of managers team and crew members. In charge of daily and periodic administrative and operational functions. Led sales building, cost control and marketing activities. Served as liaison with Franchise Area Director in meeting QSC criteria.
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Alden Merrell Corporation
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Newburyport, MA
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Retail District Manager
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Sep 1990 - Sep 1992
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Newburyport, MA
Directed six store retail division for manufacturer of fine quality baked goods. Introduced QSC inspection process. Designed and coordinated inventory management system. Opened prototype dessert cafe concept unit.
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Warburton's, Inc.
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Boston, MA
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Regional Director
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Nov 1987 - Sep 1990
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Boston, MA
Managed Boston Region, consisting of ten bakery/cafe restaurants. Established training procedures and evaluative guidelines for all employee levels. Developed and introduced catering program.
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Pizza Hut
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Quincy, MA
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Area Manager
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Aug 1985 - Oct 1987
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Quincy, MA
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The Wendy's Company
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King of Prussia, PA
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Area Supervisor
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Dec 1980 - Aug 1985
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King of Prussia, PA
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Education
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Kutztown University of Pennsylvania
Bachelor of Science (B.S.), Business Administration
Suggested Services
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