Social
Industry Expertise
Financial Services
Investment Management
Capital Markets
Areas of Expertise
Retirement Planning
Alternative Investments
Business Financial Management & 401(K) Management
Education
Belmont University
Certificate of Financial Planning
Finance
Affiliations
- Accredited Wealth Management Advisor™
- Chartered Alternative Investment Analyst™
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
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Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Host/MC
- Author Appearance
- Corporate Training
Fees
$0 to $50001*Will consider certain engagements for no fee
