Bio
Credentials
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NC Licensed for Life and Health Insurance
State of North CarolinaJan, 2014- Apr, 2026 -
Series 7 & 66
FINRAJan, 2013- Apr, 2026
Experience
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The Fidelity Bank
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High Point, North Carolina, United States
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Vice President
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Mar 2022 - Jan 2023
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High Point, North Carolina, United States
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MassMutual Carolinas
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Greensboro, North Carolina, United States
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Financial Advisor
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Aug 2013 - Nov 2020
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Greensboro, North Carolina, United States
Served as an independent financial advisor to a number of small businesses as well as individuals. For individuals I provided protection and investment solutions and for companies simple plans to safe harbor larger plans for retirement purposes. During my career with MassMutual Carolinas relationship building was a key strength.
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International Home Furnishings Center, Inc.
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High Point, North Carolina, United States
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Chief Executive Officer
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Aug 1999 - May 2008
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High Point, North Carolina, United States
On-boarded as the Chief Operating Officer in 2000 and promoted to Chief Executive Officer in 2006. During my tenure as CEO, the company profitability reached an all-time high. This was quite a success since the furniture showroom industry is the top economic provider in the state of N.C.
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Bank of America
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High Point, North Carolina, United States
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Senior Vice President/City Executive
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Sep 1983 - Aug 1999
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High Point, North Carolina, United States
Moved by the bank to High Point, NC from Columbia, SC as the new City Executive. Prior to this was a Commercial Team Leader in Columbia and managed 6 other lenders. Over the course of 16 years was given responsibility for three other smaller adjacent cities/towns and their Commercial relationships held therein. Won City of the Year in 1993 for the state of NC during this tenure.
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Education
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1996 - 1998University of Virginia Darden School of Business
Advanced Commercial Lending, Corporate Lending -
1979 - 1983Wofford College
Bachelor's degree, Business/Managerial Economics -
1979 - 1983Wofford College
Bachelor of Arts - BA, Economics -
1979 - 1983Wofford College
Economics, Business/Managerial Economics -
University of Virginia Darden School of Business
Advanced Commercial Lending, Commercial Finance
Suggested Services
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References
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