Experience

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  F.N.B. Corporation

  • Mount Pleasant, South Carolina, United States

  • Personal and Business Banker

    • Jun 2020 - Present
    • Mount Pleasant, South Carolina, United States

    I serve as a relationship manager, with a focus on identifying and satisfying client needs in Banking, Investments, Specialized Lending, Portfolio and Cash Management. I encourage all of my clients to view me as their “Single Point Of Contact” for all of their financial needs. I work closely wi...

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  Lipman Asset Management

  • Charleston, South Carolina Area

  • Principal and Chief Investment Officer

    • Apr 2015 - Jun 2020
    • Charleston, South Carolina Area

    Comprehensive Investment Management of Common and Preferred Stock, Corporate and Municipal Bonds, and Commercial Real Estate, utilizing Financial Planning, Holistic Investment Counseling, and Modern Portfolio Theory. I work with select individuals and practices to address needs in Private Wealth...

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  Lipman Management

  • Charleston SC

  • Principal

    • Apr 2015 - Jun 2020
    • Charleston SC

    Concurrent with my position in Lipman Asset Management, I identified and purchased undervalued single family properties for renovation, and resale, across multiple projects. I successfully addressed legal issues surrounding ownership and title, coordinated with city officials for required permit(...

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  Merrill Lynch

  • Charleston SC

  • Financial Advisor

    • Dec 2012 - Apr 2015
    • Charleston SC

    Investment Sales in a Retail Brokerage environment utilizing Financial Planning, Holistic Investment Counseling, Modern Portfolio Theory and Comprehensive Fee Based Advisory Platforms. Focusing on Private Wealth and Investment Management For Individuals, Structured Settlements, Special Needs Tru...

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  Financial Services

  • Financial Services

    • Jan 2011 - Dec 2012

    Multiple Complex Estate Settlements, Comprehensive Investment Management, Commercial and Residential Property Management, Real Estate Sales

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  Ameris Bank

  • Charleston SC

  • VP Sales

    • Jun 2009 - Jan 2011
    • Charleston SC

    Investment Sales in a bank environment. Working with bank clients to satisfy investment needs in a conservative and prudent manner. Emphasis on real return and asset protection rather than absolute growth (and attendant risk). Use of Financial Planning techniques to objectively isolate key nee...

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  UBS Financial Services

  • Charleston, SC

  • NFA

    • Sep 2006 - Apr 2009
    • Charleston, SC

    Participation in the UBS Financial Adviser Development Program. Migration from Institutional Fixed Income Trading and Sales to Retail Investment Management. I successfully expanded my skill set to include Financial Planning, Holistic Investment Counseling, Modern Portfolio Theory and Comprehensi...

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  Wm R Hough / RBC Dain Rauscher

  • Charleston SC

  • VP Sales

    • Jun 1998 - Nov 2005
    • Charleston SC

    Institutional Fixed Income Sales to entities located from Virginia to Texas. Clients included National and Regional Bank Trust Departments, Investment Managers, State Specific Municipal Bond Funds and County/City Treasurers.

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  SunTrust Capital Markets

  • Atlanta GA

  • Banking Officer

    • Dec 1992 - Apr 1998
    • Atlanta GA

    Management of the bank's proprietary Floating Rate debt program. Fixed income trader focusing on the delivery of bonds to the bank's captive sales force.

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  John Linder Senate Campaign

  • Atlanta Ga

  • Volunteer Coordinator

    • May 1992 - Nov 1992
    • Atlanta Ga

    Coordination of the daytime campaign volunteers. Formation and coordination of phone bank program. I reported directly to the Campaign Manager.