Experience

Your Retirement Advisor
• United States
• Financial Services
• 1 - 100 Employee
• Registered Investment Advisor

  • Mar 2023 - 10 months


Wealthview Capital, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Associate Portfolio Manager

  • Mar 2016 - Mar 2023

  Proactively engage and maintain direct client relationships by creating and presenting financial plans to goal-based investment recommendations Proactively engage retirement plan sponsors to ensure deadlines are completed and expectations exceeded Full range of portfolio management of equity and fixed income Maintain data integrity of portfolio software of client performance and financial planning integrations Manages the firm’s quarterly statement production and… Show more Proactively engage and maintain direct client relationships by creating and presenting financial plans to goal-based investment recommendations Proactively engage retirement plan sponsors to ensure deadlines are completed and expectations exceeded Full range of portfolio management of equity and fixed income Maintain data integrity of portfolio software of client performance and financial planning integrations Manages the firm’s quarterly statement production and billing Show less



BancorpSouth

• United States
• Banking
• 700 & Above Employee

• Trust Investment Officer & Associate Portfolio Manager

  • Oct 2013 - Feb 2016

  •Internal specialist for in-house asset allocation strategies •Establishes and administers operational procedures for investment strategies •Conducts Regulation 9 reviews for over 1,400 client accounts •Provides investment review of client retirement plan menus •Oversees Investment Analysts’ job duties •Provides oversight to the Wealth Management Trade Desk •Analyzes prospect’s financial statements to determine complete investment view •Develops and overviews Trade Desk… Show more •Internal specialist for in-house asset allocation strategies •Establishes and administers operational procedures for investment strategies •Conducts Regulation 9 reviews for over 1,400 client accounts •Provides investment review of client retirement plan menus •Oversees Investment Analysts’ job duties •Provides oversight to the Wealth Management Trade Desk •Analyzes prospect’s financial statements to determine complete investment view •Develops and overviews Trade Desk procedures and systems to compliance standards

• Trust Investment Analyst

  • Jun 2008 - Oct 2013

  • Conducts research for investment opportunities • Prepares monthly economic data review for asset allocation analysis • Provides reporting return information with overall portfolio performance according to CFA standards • Coordinate outside investment managers to interface into in-house accounting systems • Responsible for disclosing monthly activity of systems to the Trust Committee • Webmaster for department’s internal site

• Intern

  • Jun 2007 - Aug 2007

  • Produced Investment Profile Sheets for Client Distribution • Analyzed individual securities and municipality bonds for investing purposes