Piedmont Capital Distributors
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Piedmont Capital Distributors Employees
Farmers Insurance January 2014 - Present
Piedmont Capital Distributors August 2011 - January 2013
CJ Goehring & Associates September 2009 - August 2011
Hartford Financial Services Group September 2006 - September 2009
Victory Capital Management December 2002 - June 2006
J & W Seligman January 1996 - December 2002
Overland Express--Wells Fargo--Stephens, Inc July 1991 - December 1995
Skills
Mutual Funds, Series 63, Retirement Planning, Equities, Bloomberg, Series 7, Sales Operations, Financial Markets, Wealth Management, Hedge Funds, Separately Managed..., Portfolio Management, Fixed Annuities, Financial Services, Investments, Sales, Finance, Management, Alternative Investments, Asset Allocation, Insurance, Retirement, Marketing
Education
Southwest Texas State University 1980 — 1984
BBA, Finance
AmericaFirst Capital Management, LLC August 2015 - Present
Patrick Capital Markets, LLC March 2013 - August 2015
Piedmont Capital Distributors March 2013 - August 2015
Lincoln Financial Distributors November 2006 - February 2013
RiverSource Asset Management May 2001 - November 2006
Ameriprise Financial Services, Inc. May 2001 - November 2006
Guardian Life April 2000 - May 2001
Pacific Life July 1998 - April 2000
Talbot Financial Services February 1996 - July 1998
AllianceBernstein December 1993 - February 1996
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning
Education
Vanguard University of Southern California 2000 — 2003
BA, organizational management
Penn State University 1981 — 1983
Architectural Engineering
Piedmont Capital Distributors September 2014 - Present
Morgan Keegan December 2008 - March 2013
Advisors Asset Management 2007 - 2008
UBS Financial 1996 - 2004
SunTrust Robinson Humphrey 1989 - 1996
Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services
Education
Ohio University 1981 — 1985
Bachelor of Science, Organizational Communication
Firestone HS 1978 — 1982
Columbia Management June 2012 - Present
Piedmont Capital Distributors October 2011 - June 2012
Eastern Wire House Division January 2011 - June 2011
The Hartford September 2005 - June 2011
The Hartford Funds September 2005 - June 2011
Eastern Half of The US October 2010 - December 2010
Hartford Mutual Funds September 2005 - December 2010
AIG SunAmerica January 2005 - September 2005
Skills
Mutual Funds, Retirement, Annuities, Financial Markets, Series 6, Series 63, Alternative Investments, Wholesaling, series 26, Insurance, Financial Advisory, Series 65, Series 7, Retirement Planning, Fixed Annuities, Wholesale, Sales, FINRA
Education
The Ohio State University 1999 — 2003
BA, Political Science & Economics
The Ohio State University 1999 — 2003
BS, Political Science & Economics
Akron University
Graduate Work, Business
MetLife April 2015 - Present
Chickasaw Capital Management, LLC September 2014 - Present
Piedmont Capital Distributors July 2012 - September 2014
Sun Life Financial February 2009 - July 2012
AIG SunAmerica April 2004 - February 2009
AG Edwards June 2003 - April 2004
Planco/Hartford October 2002 - May 2003
UBS/Paine Webber April 2001 - October 2002
Prudential Securities Inc. March 1997 - April 2001
RAF Financial December 1996 - March 1997
Skills
Series 7, Series 63, Series 65, Health, Life, Variable
Education
University of Mississippi 1989 — 1993
Bachelor of Business Administration, Marketing
Jackson Academy HS, Jackson, MS
High School Diploma, General Studies
USAA September 2012 - Present
Piedmont Capital Distributors May 2011 - September 2012
Washington Mutual Bank 1984 - 2006
Washington Mutual Bank 1984 - 2006
Education
College of Financial Planning 1988 — 1991
CFP, Certified Financial Planner
California State University-Fullerton 1979 — 1984
BS, Human Services
Piedmont Capital Distributors September 2010 - Present
Principal Financial Group November 2002 - December 2008
Alliance Bernstein November 1983 - December 2001
Education
Case Western Reserve University - Weatherhead School of Management 1985 — 1987
MBA
New York University 1977 — 1979
B.S., International Business
USNA
Fidelity Investments November 2011 - Present
Piedmont Capital Distributors April 2011 - November 2011
Nationwide Insurance May 2010 - April 2011
LPL Financial April 2009 - May 2010
Allianz Life January 2008 - March 2009
Evergreen Investments November 2005 - January 2008
Evergreen Investments March 2002 - November 2005
First Union Securities May 1999 - March 2002
First Union National Bank October 1998 - May 1999
First Union National Bank September 1997 - October 1998
Skills
Investments, Mutual Funds, Strategy, Financial Services, Strategic Financial..., Insurance, Retirement, Risk Management, Fixed Annuities, Management, Finance, Sales, Equities, Financial Advisory, Banking, Sales Operations, Business Planning, 401k, Marketing Strategy, Estate Planning
Education
Appalachian State University 1993 — 1996
BS, Industrial/Organizational Psychology
New York Life & MainStay Investments May 2014 - Present
AllianceBernstein April 2013 - May 2014
Piedmont Capital Distributors September 2012 - April 2013
Symetra April 2012 - August 2012
The Hartford Mutual Funds 2003 - April 2012
AIG SunAmerica December 2000 - October 2003
Skills
Wholesaling, Series 6, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Retirement Planning, 401k, Financial Advisory, Series 7, Estate Planning, Investments, Investment Advisory, Wholesale, Strategic Financial..., Sales, Entrepreneurship, ETFs, Financial Planning
Education
Rainmaker U 2007 — 2009
San Diego State University-California State University 1994 — 2000
Bachelor of Science (BS), Public Administration
ALPS Inc., Exclusive Distributor of CoreCommodity Management January 2015 - Present
The Kid and The Kale April 2013 - Present
E*TRADE Financial April 2013 - January 2015
Piedmont Capital Distributors April 2012 - April 2013
OppenheimerFunds November 2004 - October 2010
JPMorgan Chase December 2003 - November 2004
Dreyfus April 2000 - December 2003
Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and International Business
Hofstra University
BBA, Business Management
Burke's Restaurant and Bar January 2013 - Present
Evergreen United Investments February 2012 - 2012
AmericaFirst Capital Management March 2011 - December 2011
Piedmont Capital Distributors April 2010 - March 2011
Columbia Management November 2005 - May 2009
Columbia Management January 2000 - November 2005
Boston Capital November 1998 - January 2000
Putnam Investments January 1996 - January 1998
Skills
Presentations, Sales, Organization, Building Relationships, Networking, Financial Services, Financial Advisory, Portfolio Management
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Political Science
Morgan Stanley August 2015 - Present
Piedmont Capital Distributors March 2014 - July 2015
Principal Funds June 2005 - November 2013
The Hartford March 2003 - June 2005
UBS April 2002 - February 2003
Ohio National Financial Services October 1999 - April 2002
Legg Mason October 1994 - October 1999
Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory
Education
Salisbury University 1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Piedmont Capital Distributors 2013 - Present
Transamerica 2009 - 2013
ING July 1994 - November 2008
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Asset Allocation, Wealth Management, 401k, Investments, Alternative Investments, Securities, Variable Annuities, Sales, Separately Managed..., Series 65, Financial Services, Financial Advisory, Equities, Asset Management, Fixed Income
Education
Southern Methodist University - Cox School of Business 1991 — 1993
MBA, Finance
The University of Texas at Dallas
Bachelor's degree, Economics, summa cum laude
Piedmont Capital Distributors March 2012 - Present
Oppenheimer & Co. Inc. November 2010 - April 2012
Merrill Lynch November 2004 - November 2010
Skills
Investments, Portfolio Management, Mutual Funds, Sales, Public Speaking, Series 7, Alternative Investments, Microsoft Excel, PowerPoint, Retirement Planning, Wealth Management
Education
Florida Atlantic University 1998 — 2000
Bachelor of Science, Finance and Economics
Equinox Group Distributors January 2013 - Present
Piedmont Capital Distributors November 2012 - December 2012
Pacific Life September 2003 - August 2012
Prudential Financial February 2001 - June 2003
Skills
Portfolio Optimization, Income Protection, Retirement Planning, Mutual Funds, Alternative Investments, Separately Managed..., Variable Annuities, Fixed Annuities, Series 7, Series 63, Public Speaking
Education
Boston College 1991 — 1995
BA, Communication and Media Studies
Manhasset High School 1987 — 1991