Parsec Financial
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Parsec Financial Employees
Parsec Financial August 2013 - Present
Education
East Carolina University 2008 — 2012
MBA
University of North Carolina at Asheville 2006 — 2008
BS Accounting
Campbell University 2003 — 2006
Coldwell Banker Advantage - Raleigh, NC March 2011 - Present
Wilkie Real Estate January 2005 - March 2011
Parsec Financial February 1999 - May 2005
Skills
Real Estate, Sellers, Home, Buying, First Time Home Buyers, Lake Gaston, Roanoke Rapids, NC, Townhomes, Condos, New Home Sales, National Association of..., Vacation Homes, Buyers, ABR, Commercial Real Estate, Leadership, Property, Investments, Buyer Representation, Residential Homes, Relocation, New Homes, Selling, Listings, Foreclosures, Single Family Homes, Real Property
Education
College for Financial Planning 2001 — 2002
Certified Financial Paraplanner, Financial Investments
Nitro High School 1986 — 1989
Parsec Financial October 2013 - Present
Perimeter Capital Management January 2010 - September 2013
New York Life February 2009 - December 2009
Perimeter Capital Management June 2006 - December 2007
Trusco Capital Management December 2003 - June 2006
Trusco Capital Management March 2002 - December 2003
Skills
Asset Allocation, Investments, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Equity Research, Valuation, Investment Management, Securities, Financial Modeling, Finance, Trading
Education
University of Florida 1997 — 1999
MA
University of Florida 1993 — 1997
BS
Parsec Financial June 2014 - August 2014
Charlotte Housing Authority Scholarship Fund May 2013 - August 2013
AUTOBELL Car Wash June 2011 - August 2011
Skills
Social Media, Microsoft Word
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Economics
Charlotte Catholic High School 2008 — 2012
High School
MANNA FoodBank Inc. July 2009 - December 2013
Gulf Coast Museum of Art 2006 - 2009
Asheville Area Habitat for Humanity 2003 - 2006
Parsec Financial 2001 - 2003
Florida Coalition against Domestic Violence 1997 - 2000
Skills
Managerial Finance, Accounting, Financial Reporting, Budgeting, contracts compliance, Federal Grants..., Team Leadership, Strategic Human..., Strategic Planning, Supervisory Management, General Ledger..., Event Planning, Strategic Financial..., Community Outreach, Fundraising, Nonprofits
Education
Florida State University
Master degree in Social Work and Bachelors degree in Social Work, Magna Cum Laude
Parsec Financial October 2010 - Present
International Automotive Components June 2010 - October 2010
Parsec Financial April 2010 - June 2010
The Biltmore Company September 2006 - January 2010
Education
College for Financial Planning 2010 — 2012
Financial Planning and Services
University of North Carolina at Asheville 2005 — 2010
Accounting, Economics
Surry Central High School 2001 — 2005
Parsec Financial November 2014 - Present
CCPB, LLC May 2014 - October 2014
First Financial Investment Fund / First Financial Asset Management January 2013 - December 2013
First Financial Investment Fund / First Financial Asset Management August 2011 - January 2013
First Financial Investment Fund / First Financial Asset Management March 2011 - August 2011
Smoothie King September 2009 - March 2011
Skills
Portfolio Management, Investments, Financial Analysis, Management, Sales, Customer Service, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Finance, Risk Management, Business Development, Team Building, Social Media, Strategic Planning, Access, Business Strategy, Leadership, Outlook
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Parsec Financial December 1996 - Present
Skills
Investment Management, Investment Strategies, Asset Allocation, Asset Management, Strategic Financial..., Retirement Planning, ERISA, Trust Services
Education
College for Financial Planning 1996 — 1997
CFP Professional Eucation Program, Financial Planning and Services
Western Michigan University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
St. David's School October 2014 - Present
CAPTRUST January 2014 - Present
Newcomb and Company June 2009 - January 2014
Parsec Financial May 2012 - February 2013
Skills
Microsoft Excel, Customer Service, Social Media, Public Speaking, Event Planning, Microsoft Office, Organizational Behavior, Presentation Development, Marketing, Microsoft Word, Social Media Marketing, Sports Management, Critical Thinking, Facebook, Sports Marketing, Management, Team-oriented, Sales, Social Networking, Advertising, PowerPoint, Research, Marketing Strategy, Sports, Networking, Coaching, Leadership, Time Management, Communication
Education
University of North Carolina at Asheville 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
St Davids 2005 — 2009
Parsec Financial September 2013 - Present
Keller Williams Realty, Inc. August 2012 - August 2013
GRSI December 2010 - August 2012
Queen's Gate Realty Advisors June 2008 - March 2011
Exit Realty Advantage October 2005 - August 2008
Evergreen Investments (Wells Fargo/Wachovia) March 2002 - October 2005
First Union (Wells Fargo/Wachovia) April 2000 - March 2002
First Union National Bank (Wells Fargo/Wachovia) August 1999 - April 2000
Education
University of North Carolina at Charlotte 1998 — 1999
B.S. Business Administration, Finance
North Carolina State University 1994 — 1998
College of Engineering
Parsec Financial October 2012 - March 2013
Electrolux Major Appliances 2010 - 2011
The Scotts Miracle-Gro Company 2009 - 2010
National Gypsum Company 2005 - 2008
Coca Cola Bottling Company Consolidated 2002 - 2005
United Way of Central Carolinas 2002 - 2002
Merck 1999 - 2001
The Dixie Group 1992 - 1998
Skills
Sales, Sales Management, Business Development, New Business Development, Organization, Problem Solving, Customer Service, Financial Analysis, Eye for Details, Listening to customers, Leadership, Management, Strategic Planning, Negotiation, Forecasting, Project Planning, Account Management, Budgets, Merchandising, Selling, Retail, Business Process, Competitive Analysis, Cross-functional Team..., Pricing, Process Improvement, Sales Operations, CRM, Analysis, Inventory Management, Contract Negotiation, Product Development, Team Building, Training
Education
Central Piedmont Community College 2012 — 2013
CFP Certification Education Program, Financial Planning and Services
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA
The University of Tennessee at Chattanooga
B.S., Business Administration