Requests
33
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Work Background
Sweet Clover Lane Property InvestmentsCo-Owner
Sep. 2023Atlanta Metropolitan Area · RemoteWe help people that want to buy and own real estate but don’t have the time or experience to do it by themselves.
Nationwide Mortgage Bankers, Inc.EVP First Veterans Mortgage
May. 2023
Patriot Property Investment GroupChief “Pig”
Nov. 2022USA · RemoteWe are a group of veterans and patriots that look for great opportunities to invest in this great country and earn a great return for us and our investors! Reach out to us if you have a good opportunity for us to review or if you want work with us.
CrossCountry Mortgage, LLCVice President of Veteran Sales
Aug. 2022 - May. 2023925 North Point Parkway Suite 150, Alpharetta, GA 30005
American Mortgage NetworkCo-Owner/Branch Manager
Sep. 2019 - Aug. 2022Braselton, Georgia, United StatesMY NMLS ID 720904 AMNET ESOP NMLS ID 1833427
Active Duty Passive IncomeCo-Owner/Chief Financial Services Officer
Oct. 2018 - Aug. 2022United StatesA few of us who have served in the military, and some who are still serving, are tired of not receiving or knowing where to go for sound financial education, specifically for those who have/are serving. We are going to change that.
JEBS Investments LLCOwner
Jun. 2018Georgia, United StatesVariety of investments, real estate, jewelry, medical equipment. Specializing in growing wealth.
P. A.V. E.Founder and CEO
Jul. 2017Having served in the Army Reserve, I realized that while our soldiers get excellent training on how to be soldiers, they do not always know who to turn to for things like financial, legal, benefits, taxes, etc... I believe that it is our duty, as Americans, to take care of those that are willing to give up their lives to keep us safe. I am also tired of seeing our veterans homeless, or impoverished just because they don't know who to turn to for help. I am not alone in these beliefs, and we have decided to use the technology of our time to help our veterans get connected with those professionals that can provide the advice/direction they need and help "P.A.V.E." the way forward. If you are willing to be on our list of "professional pavers," please let me know. We do not ask for money or physical donations, just for a little bit of your time and expertise.
Cannon Financial InstituteVP, Managing Consultant
Dec. 2016 - Oct. 2020Athens, Georgia Area
Bank of the WestVP/Sr. Private Client Advisor
Oct. 2014 - Dec. 2016Northern ColoradoRecognized subject matter expert. Managed large projects/processes with limited oversight. Was the first initial point of contact and the primary contact to Bank of the West’s highest income/net worth clients. Worked with clients with assets ranging from $3.5M to $125M. Was responsible for managing a portfolio of clients; maximized client engagement by assessing, understanding, and identifying clients' banking needs and provided/arranged a wide array of holistic wealth advice. Offered Solutions such as:
• Wealth Planning
• Investment Management
• Family Dynamics
• Deposit and Cash Management Services
• Custom Credit Strategies and Solutions
• Trust and Fiduciary Services
• Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management
Wells FargoSenior Private Banker
Jan. 2010 - Dec. 2014Seattle, WA and Longmont, COProvided HNW and UHNW individuals and families with personalized wealth management solutions, including: • Wealth Planning
• Investment Management • Family Dynamics
• Deposit and Cash Management Services
• Custom Credit Strategies and Solutions
• Trust and Fiduciary Services • Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management
Empyrean Business Group (Empyrean Mortgage)COO
Jan. 2008 - Dec. 2010Las Vegas, Nevada
Wells FargoPremier Banker II
Jan. 2005 - Dec. 2008Bellevue, WA & ABQ, NM
United States Army ReserveChemical, Biological, Radiological, and Nuclear (CBRN) Specialist
Jan. 2000 - Dec. 2006Fort Lawton, WA•Assisted in the establishment and application of NBC defense measures •Provided training advice and supervision regarding the proper use and maintenance procedures for chemical equipment and chemical operations •Operated and performed operator maintenance on smoke generating equipment, NBC identification/detection and decontamination equipment •Assisted in preparing and maintaining disaster operations plans •Trained military and civilian personnel on what to do in an emergency •Operated and maintained nuclear, biological and chemical detection and decontamination equipment •Conducted surveys to determine needs in the event of an emergency •Monitored disaster preparedness activities and training operations
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