Resumes
Resumes

President
View pageLocation:
2 Randolph Ct, Pinehurst, NC 28374
Industry:
Investment Management
Work:
Carolina Wealth Management
President
President
Education:
East Carolina University 1992 - 1997
Interests:
Golf
401K Education
Investing
401K Education
Investing
Languages:
English

President And Co-Founder
View pageLocation:
Pinehurst, NC
Industry:
Investment Management
Work:
Carolina Wealth Management, Inc since Apr 2004
President/Co-Founder
Kiely Financial services, Inc - Greenville, NC Nov 1998 - Mar 2004
Financial Consultant
United States Marine Corps Sep 1988 - Sep 1992
Corporal
President/Co-Founder
Kiely Financial services, Inc - Greenville, NC Nov 1998 - Mar 2004
Financial Consultant
United States Marine Corps Sep 1988 - Sep 1992
Corporal
Education:
Cannon Financial Institute 2005 - 2005
Accredited Investment Fiduciary School, Finance East Carolina University 1992 - 1997
BS-A, Economics Beverly High School 1984 - 1988
High School Diploma
Accredited Investment Fiduciary School, Finance East Carolina University 1992 - 1997
BS-A, Economics Beverly High School 1984 - 1988
High School Diploma
Skills:
Retirement Planning
Portfolio Management
Investment Advisory
Financial Planning
401K Rollovers
Portfolio Optimization
Ira's
Portfolio Management
Investment Advisory
Financial Planning
401K Rollovers
Portfolio Optimization
Ira's
Interests:
Golf Member of Pinehurst Country Club
Children
Education
Economic Empowerment
Children
Education
Economic Empowerment
Certifications:
Accredited Investment Fiduciary