Created and implemented strategic trading approaches.
Director
Stifel Financial Corp.
Charlotte, NC
2018.05 - 2020.04
Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Senior Vice President
Vining Spark Asset Management
Charlotte, NC
2002.03 - 2018.04
Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
Monitored, managed and developed investment portfolios.
Bartender/ Manager
Chi-Stan Corporation
Fort Lauderdale, FL
1980.01 - 1993.01
Supervised and trained staff on preparing and delivering drinks, handling food and money and setting up bar at beginning of shift and breaking down at end of shift to facilitate operations.
Served high customer volumes during special events, nights and weekends.
Upsold menu items to customers, driving up per sale revenues and maximizing profits.
Recruited and trained new bartenders and barbacks to help maintain talented team.