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Work Background
Manager, Wealth Client Service
CAPTRUSTManager, Wealth Client Service
Jan. 2020Raleigh, North Carolina
Operations Director
DMJ Wealth Advisors, LLCOperations Director
Oct. 2018 - May. 2019Greensboro/Winston-Salem, North Carolina Area
Vice President, Wealth Ops and Trust Manager
CommunityONE Bank, NAVice President, Wealth Ops and Trust Manager
Jan. 2012 - Oct. 2018Manage Trust and Investment Management Operations for Wealth Management and Trust clients.
Vice President
State StreetVice President
Oct. 1999 - Dec. 2010Unit Manager and Relationship Manager - Specialized Trust Services
Assistant Vice President
Wachovia, A Wells Fargo CompanyAssistant Vice President
Jan. 1992 - Jan. 1998Supervisor, Trust Operations Accounting Unit, Project Analyst
Vice President
Wachovia, A Wells Fargo CompanyVice President
Jul. 1983 - Sep. 1999Team 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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