Vice President, Financial Advisor
CAPTRUST
• www.linkedin.com/company/captrust
May 2019 - Present
Team Leader, Investment Research
CAPTRUST
• www.linkedin.com/company/captrust
Apr 2017 - May 2019
Senior Associate, Investment Research
CAPTRUST
• www.linkedin.com/company/captrust
Aug 2015 - Apr 2017
Workplace Planning and Guidance Consultant
Fidelity Investments
• www.linkedin.com/company/fidelity-investments
Jun 2014 - Aug 2015
Raleigh-Durham, North Carolina Area

Vice President, Financial Advisor at CAPTRUST