
Senior Wealth Advisor at Vanguard
vanguard.com
aerotek.com
northwesternmutual.com
Senior Wealth Advisor
Vanguard
• www.linkedin.com/company/vanguard
• Full-time
Nov 2024 - Present
Charlotte, North Carolina, United States
Senior Trust Investment Advisor
Vanguard
• www.linkedin.com/company/vanguard
• Full-time
Nov 2020 - Oct 2024
Charlotte, North Carolina, United States
UHNW Senior Investment Associate
Vanguard
• www.linkedin.com/company/vanguard
Jan 2018 - Oct 2020
Flagship Assigned Representative
Vanguard
• www.linkedin.com/company/vanguard
Nov 2015 - Dec 2017
Flagship Client Service Specialist
Vanguard
• www.linkedin.com/company/vanguard
Jun 2013 - Nov 2015
Charlotte, North Carolina Area
Financial Representative
Northwestern Mutual
• www.linkedin.com/company/northwestern-mutual
Apr 2012 - Oct 2012
President
USC Golf Club
Aug 2011 - Aug 2012
University of South Carolina
Pro Shop Assistant
Chartwell Golf & Country Club
Feb 2005 - Aug 2011