| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Principal |
Offit Kurman, P.A. |
Rock Hill, South Carolina, and Charlotte, North Carolina |
May 2021–Present |
1 mo |
| 2 |
CEO |
ABS Legacy Partners, LLC |
|
Apr 2017–Oct 2020 |
3 yrs 7 mos |
| 3 |
Managing Director of Client Services |
Eton Advisors |
Chapel Hill, NC |
Sep 2014–Mar 2017 |
2 yrs 7 mos |
| 4 |
Senior Family Wealth Advisor |
GenSpring Family Offices |
Charlotte, North Carolina Area |
Jan 2008–Aug 2014 |
6 yrs 8 mos |
| 5 |
Partner |
Katten Muchin Rosenman LLP |
Charlotte, North Carolina Area |
Apr 2004–Jan 2008 |
3 yrs 10 mos |
| 6 |
Member |
Moore & Van Allen, PLLC |
Charlotte, North Carolina Area |
Mar 1997–Apr 2004 |
7 yrs 2 mos |
| 7 |
Associate Attorney |
The Van Winkle Law Firm |
Asheville, North Carolina Area |
Oct 1994–Mar 1997 |
2 yrs 6 mos |
| 8 |
Staff Accountant |
GoodMark Foods, Inc. |
Raleigh-Durham, North Carolina Area |
1990–1991 |
1 yr |
| 9 |
Staff Accountant |
Whitaker, Lipp & Healea, CPAs |
Jackson, Mississippi Area |
1989–1990 |
1 yr |
| 10 |
Head of Legal Operations |
Assurant |
Greater Atlanta Area |
Aug 2008–Present |
12 yrs 10 mos |
| 11 |
Adjunct Professor of Business |
Broward College |
Online |
Jan 2012–Present |
9 yrs 5 mos |
| 12 |
Sr. Financial Analyst |
Assurant |
Miami, FL |
Aug 2003–Aug 2008 |
5 yrs 1 mo |
| 13 |
President & CEO, Founder |
Altimate Shipping, Inc. |
|
Jan 1997–Aug 2003 |
6 yrs 8 mos |