Faculty and ResearchExpert Guide

Education

• Master of Business Administration
  Jacksonville University
• Bachelor of Science, Management & Economics
  University of North Carolina Asheville

Areas of Expertise

• Advanced Investments
• Bank & ALM Management
• Financial Management
• Fixed Income & Equity Securities Analysis
• Personal Finance
• Portfolio Management

Professional Activities

CFA charterholder since 1998. Active member in the local CFA society.

Former member of bank ALCO and investment committees

Former investment officer/ portfolio manager for numerous depository institutions and trust departments

Performing consulting work for RIA’s, family offices, broker dealers, trust departments and depository institutions.

Courses Taught

• Advanced Investments
• Commercial Bank Management
• Creating Economic and Social Value
• Financial Management
• Introduction to Business Finance
• Student Managed Investment Fund II