Experience

Capital Financial Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2015 - Present

  Financial Advisor and Firm Investment Specialist Capital Financial Strategies 10199 Southside Blvd, Building One Ste 200 Jacksonville FL 32256 Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Financial Advisor and Firm Investment Specialist Capital Financial Strategies 10199 Southside Blvd, Building One Ste 200 Jacksonville FL 32256 Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Financial Services Representative

  • Feb 2012 - Feb 2015



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Advsior

  • Oct 2006 - Feb 2012



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Equity Sales Trader

  • Oct 2000 - Jul 2006



DLJ

• Investment Banking
• 1 - 100 Employee

• Equity Sales Trader

  • Jul 1997 - Sep 2000