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Work Background
CAPTRUST
Manager, Wealth Client Service
Jan. 2020
Raleigh, North Carolina
DMJ Wealth Advisors, LLC
Operations Director
Oct. 2018 - May. 2019
Greensboro/Winston-Salem, North Carolina Area
CommunityONE Bank, NA
Vice President, Wealth Ops and Trust Manager
Jan. 2012 - Oct. 2018
Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
State Street
Vice President
Oct. 1999 - Dec. 2010
Unit Manager and Relationship Manager - Specialized Trust Services
Wachovia, A Wells Fargo Company
Assistant Vice President
Jan. 1992 - Jan. 1998
Supervisor, Trust Operations Accounting Unit, Project Analyst
Wachovia, A Wells Fargo Company
Vice President
Jul. 1983 - Sep. 1999
Team Leader and Relationship Manager -Managed team of relationship managers responsible for defined benefit and public fund plans -Relationship manager for large market defined benefit plans
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