Principal • Senior leadership position with focus on private client assets, endowments, foundations and institutions • Top 10% producer and top 1% client retention executive• Directly responsible/ involved in acquiring and growing over $500ml in assets• Considered first as training, mentoring and sales process leader• Only Principal and remaining Advisor of 20 starting candidatesVice President/ Financial Advisor • First hire by new MD and helped to open office and establish differentiation of AB in Atlanta and Southeast marketplace.

Executive Vice President • Organizational management responsibility for sales and marketing, operations, support, development and technology• Increased profitability by 24% and revenues by 100%• Streamlined processes• Moved organization to “next level” of professionalism and market targetSenior Vice President• Managed team and focus on direct corporate accounts with expansion to distribution• Representative clients (Coca Cola, Mayo Clinic, NCACC, MetLife),

Senior Vice President & Managing Director• Executive Manager for Enterprise Group, responsible for directing SEI’s efforts in core and large institutional marketplace• Managed 15 individuals and managers (direct reports)• Generated over $1.6 billion in assets under management and >$6ml in annual revenues• Worked with key members of executive team to establish and implement initiatives for the company and employees in conjunction with CEO/CFO/TreasurerManaging Director• Selected for SEI’s President’s Club• Manager for Asset Management Group focusing on trustee directed asset pools• Led and mentored 10 individuals and managers (direct reports) in sales process, lead generation initiatives, career development, seminar and presentation skills• Representative Clients: Michelin Corporation, Sonoco Products, First Health of the Carolinas Managing Director• National Manager for startup community and regional bank team• Integrated 20 new hires, associates, junior military officers and managers - many currently hold executive positions with SEI• Selected for SEI’s President’s Club • National bank sales of SEI’s trust and custodial solution; hardware, software and financial applications• Focused on delivery of consultative services to focus market positioning and expand banks asset gathering

Business Unit Manager, EA, Marketing Manager, Staff, Instructor• 14 year career, taught by best firm in the world on how to sell, process, manage, mentor and guide to meet and exceed objectives