Experience

Marietta Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Client Operations Manager

  • Jan 2017 - Present



RGT Wealth Advisors

• Dallas/Fort Worth Area

• Independent Contractor

  • Mar 2014 - Dec 2016

  Robertson, Griege & Thoele / RGT Capital Management ("RGT") is a Registered Investment Advisory firm located in Dallas, TX. RGT has been serving clients with the highest standards of integrity, excellence, and innovation since 1985. RGT is the trusted advisor for select individuals and families who desire a customized approach to their investment management and financial planning needs. RGT is a fee-only wealth management firm. RGT's clients are served by a team of specialists focused on creating a plan that reflects their goals and values, while growing and protecting their net worth. RGT meets our clients evolving needs through prompt, attentive, and caring client relationships. By listening before acting, RGT provides advice that responds to a client's unique situation. Show less



SCM Advisors LLC

• Investment Management
• 1 - 100 Employee

• Associate

  • Aug 2002 - Feb 2014



Nokia

• Finland
• Telecommunications
• 700 & Above Employee

• Product Manager

  • 1990 - 2000



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Product Manager

  • 1988 - 1990