Bio
Experience
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Clearpath Consulting Group, Inc.
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Wilmington, North Carolina Area
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President
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Jul 2007 - Present
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Wilmington, North Carolina Area
At Clearpath Consulting Group, our mission is to provide world class HR consulting services and insurance solutions to companies and individuals with a goal of allowing our clients the freedom to focus on what is most important to them whether that is their core business, retirement or just better, more cost effective health-care coverage. HR consulting services include all aspects of HR from staffing to payroll, benefits and compliance.
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Coastal Financial Advisors
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Wilmington, North Carolina Area
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President
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Jan 2017 - Sep 2022
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Wilmington, North Carolina Area
Our goal is to help you achieve your financial goals whether that is currently wealth accumulation or wealth distribution as you move into retirement. Our focus is providing education for individuals and families about the many financial strategies available to them today. Services offered include:Identifying Wealth Transfer and Risk Retirement and Estate Planning401(k), 403(b) Review and PlanningEducation PlanningTax Planning
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Foundations Investment Advisors
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Phoenix, Arizona Area
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Investment Advisor Representative
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Jan 2017 - Jan 2022
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Phoenix, Arizona Area
Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA). As one of the fastest-growing RIA firms in the United States, Foundations employs a team of skilled advisors and provides professional planning services with an actively managed, risk-based focus.
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TriNet
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Raleigh-Durham, North Carolina Area, Charlotte North Carolina Area
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Director of Sales
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Apr 2010 - Apr 2011
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Raleigh-Durham, North Carolina Area, Charlotte North Carolina Area
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Vice President of Sales & Delivery
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Apr 2008 - Nov 2009
WANTED gathers data on hundreds of thousands of companies advertising over 2.5 million jobs on online job boards every week. We gather and organize this data to create the most timely, accurate and comprehensive record of hiring demand available anywhere, containing company-specific information on the number, type and location of the jobs being advertised.
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Vice President of Business Development & Field Operations
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Apr 2002 - Apr 2007
Recruiting automation software and vendor management software. Complaince and affirmative action planning services.
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Vice President of Sales
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2000 - 2002
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President and CEO
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Nov 1988 - Jan 2000
Founder and CEO of this startup software and professional services company in the CRM market. Built the company out over 12 years to 135 employees and sold the company to a large publicly traded software company
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National Accounts Manager
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1980 - 1988
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National Accounts Manager
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Jul 1978 - 1985
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Commander ECU #1453
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1976 - 1978
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Management Consulting.”
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