| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Founder & CEO |
CLJ Advisory, LLC |
Raleigh-Durham, North Carolina Area |
May 2018–Present |
3 yrs 1 mo |
| 2 |
Regional Vice President |
Foresters Financial |
Raleigh-Durham, North Carolina Area |
Mar 2016–May 2018 |
2 yrs 3 mos |
| 3 |
Regional Vice President |
Realty Capital Securities, Liquid Alternatives Group |
NC / SC / TN / KY |
Jan 2015–Jan 2016 |
1 yr 1 mo |
| 4 |
Regional Vice President (Hybrid Wholesaler) |
Hatteras Funds |
Raleigh-Durham, North Carolina Area |
Jan 2012–Jan 2015 |
3 yrs 1 mo |
| 5 |
Associate |
BlackRock |
Greater New York City Area |
Aug 2007–Nov 2011 |
4 yrs 4 mos |
| 6 |
Internal Wholesaler |
AXA Equitable |
Greater New York City Area |
Jul 2003–Jul 2007 |
4 yrs 1 mo |
| 7 |
Sales Liaison |
Morgan Stanley Smith Barney |
Greater New York City Area |
Jul 2000–Jul 2003 |
3 yrs 1 mo |