EDUCATION
Liberty University School of Law, Lynchburg, VA 2009 - Present
Juris Doctor, expected May 2012
Pepperdine University, Malibu, CA 1999 - 2003
Bachelor of Arts, Business Administration
LANGUAGES
EXPERIENCE
Cutting Edge Advisors Saint Louis, MO 2007 - 2009
Chief Compliance Officer
Questar Asset Management Inc. Ann Arbor, MI 2004 - 2007
Marketing Wholesaler/Relationship Manager
AIG Sun America Woodland Hills, CA 2003 - 2004
Variable Annuity Representative
SECURITY LICENCES
Series 7 Series 65 Series 6 Series 24 Series 63
Liberty University School of Law, Lynchburg, VA 2009 - Present
Juris Doctor, expected May 2012
- Dean’s Scholarship
- Street Law Volunteer
Pepperdine University, Malibu, CA 1999 - 2003
Bachelor of Arts, Business Administration
LANGUAGES
- Fluent in Spanish
EXPERIENCE
Cutting Edge Advisors Saint Louis, MO 2007 - 2009
Chief Compliance Officer
- Reviewed the organization along with financial advisors for compliance with all applicable state and federal security laws.
- Administered daily reviews and monitored over $100 million dollars worth of client assets.
- Conducted yearly audits of financial advisors throughout the United States
Questar Asset Management Inc. Ann Arbor, MI 2004 - 2007
Marketing Wholesaler/Relationship Manager
- Managed a team responsible for increasing assets under management by $120 million dollars during fiscal year 2005-2006.
- Increased managed assets by 225 % during my first year of employment.
- Actively placed outbound and inbound sales calls in order to increase assets for actively managed third party money managers.
- Maintained and developed relationships with more than 400 registered investment advisors.
AIG Sun America Woodland Hills, CA 2003 - 2004
Variable Annuity Representative
- Executed hundreds of inbound calls from financial firms and clients concerning variable annuities and other financial products.
- Performed daily stock and mutual fund trades using automated programs moving funds within client portfolios.
- Provided information to financial representatives concerning Sun America investment products.
SECURITY LICENCES
Series 7 Series 65 Series 6 Series 24 Series 63
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