| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
SVP, Trust & Investment Services |
Pinnacle Financial Partners |
Charlotte, North Carolina Area |
Jun 2019–Present |
2 yrs |
| 2 |
SVP, Wealth and Trust Advisor |
FTB Advisors |
Charlotte and Hickory, NC |
Dec 2017–Jun 2019 |
1 yr 7 mos |
| 3 |
SVP & Wealth Advisor |
CommunityOne Bank |
Hickory/Lenoir, North Carolina Area |
Oct 2012–Nov 2015 |
3 yrs 2 mos |
| 4 |
Private Financial Advisor |
BB&T |
|
Sep 2010–Sep 2012 |
2 yrs 1 mo |
| 5 |
Consultant |
Safe Harbor Insurance Co. Inc. |
|
Jan 2010–Nov 2010 |
11 mos |
| 6 |
Relationship Manager, Wealth Management Group |
Wachovia, A Wells Fargo Company |
|
May 1993–Dec 2009 |
16 yrs 8 mos |