Location
Franklin, TN, US
Work
- President @ EFinancial Alliance
- Adjunct Professor @ Williamson College
- Vice President, Financial and Wealth Planning @ Envision Wealth Planning
- Senior Director, Global Planning and Supply Chain Management @ Asurion
- Senior Director, Financial Planning and Analysis @ Asurion
- Senior Financial Analyst @ FedEx
- Controller, HSB Strategic Initiatives @ Dell Technologies
- Controller, Dell Operations and Supply Chain - Nashville @ Dell Technologies
- Business Controls Manager @ Dell Technologies
Education
- Haslam College of Business at the University of Tennessee
Master of Business Administration (Management, Finance)
1995 - 1996 - University of Tennessee, Knoxville
Bachelor of Science (Biomedical Engineering)
1989 - 1994
Skills
- Financial Accounting
- Asset Managment
- Management Consulting
- Personal Financial Planning
- Strategic Financial Planning
- Financial Modeling
- Wealth Management
- Financial Analysis
- Budgets
- Strategic Planning
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