| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Business Development Consultant |
Raymond James |
St Petersburg, Florida, United States |
Jun 2020–Present |
1 yr |
| 2 |
Advisor Choice Consultant |
Raymond James |
Tampa/St. Petersburg, Florida Area |
Apr 2017–May 2020 |
3 yrs 2 mos |
| 3 |
Branch Sales Manager |
Scottrade |
Louisville, Kentucky Area |
Feb 2016–Apr 2017 |
1 yr 3 mos |
| 4 |
Internal Sales Manager |
RidgeWorth Investments |
Atlanta, Georgia |
Mar 2014–Feb 2016 |
2 yrs |
| 5 |
Regional Sales Manager (External Wholesaler, Client Relationship Manager) |
The Aquila Group of Funds |
OH, KY, IN, WV, TN |
Jun 2012–Mar 2014 |
1 yr 10 mos |
| 6 |
Internal Sales Manager/Regional Sales Director |
Fifth Third Asset Management (FTAM) |
Cincinnati, Ohio Area |
Jul 2010–Jun 2012 |
2 yrs |
| 7 |
Sales Associate |
Russell Investments |
Tampa FL |
Sep 2008–Jul 2010 |
1 yr 11 mos |
| 8 |
Product Specialist / Wholesaler - Asset Management |
Raymond James |
St Petersburg FL |
Oct 2002–Aug 2008 |
5 yrs 11 mos |