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corporate employees to appreciate, understand and maximize their benefit and compensation plans within the context Associations/Licenses:
of their overall financial planning. Worked effectively under pressure and within tight deadlines, quickly adjusting to South Carolina Bar (1995)
changing circumstances. Selected accomplishments:
American Bar Association (1995)
• Built track record of superlative customer service and retention, driving substantial increases in market share United States District Court (1997)
each year from 1998 through 2009.
United States Court of Appeals (1997)
• Held key role in continued utilization of company services at many client sites, including Federal Reserve Board
of Governors, Towers Perrin, Dun & Bradstreet, Johnson & Johnson, American Express, IBM, General Dynamics, FINRA Series 7, 63 (1998) & 66 (2010)
DuPont, ConAgra, Lucent, City of Miami, Energizer Holdings, Verizon, Corning, ExxonMobil, AT&T, Northrop
Grumman, Accenture, Becton Dickinson and many more.

• Strong experience in leading a learning/training organization in a high volume operation environment.

• 10+ years in instructional design and facilitation; demonstrating strong leadership, coaching and influencing
abilities.

• Positioned company to grow and compete in eight-state Southeastern Region through aggressive and
comprehensive account relationship development.
• Completed extensive training and gained in-depth experience in compensation and benefits, retirement issues,
asset allocation, investment management, estate planning coordination, Social Security/Medicare, strategic/
tactical tax planning, substantive policy and asset protection strategies.

Additional Experience

ASSOCIATE GENERAL COUNSEL 1995 – 1997
FLEX Rx, INC., Atlanta, GA
Provided comprehensive legal advice for a small Georgia-based corporation.

LAW CLERK 1992 – 1995
DONELAN & DONELAN, Columbia, SC

Focused on areas including corporate formation, securities regulation and commercial litigation.

GRADUATE INTERN 1992 – 1993
STATE OF SOUTH CAROLINA, DEPT. OF HEALTH & HUMAN SERVICES, Columbia, SC

Assisted in administration of programs for Medicaid eligible high-risk patients and aided supervisory staff.

Education & Credentials

UNIVERSITY OF SOUTH CAROLINA, Columbia, SC

Juris Doctor (1995)

Master of Public Administration (1994)

Bachelor of Arts in Political Science, Magna cum Laude (1991)