Accomplished Chief Financial Officer and Chief Compliance Officer with a demonstrated history of working in the investment management industry. Skilled in financial reporting, accounts payable & receivable, budget & expense management, compliance, human resource management and time management. Strong finance professional with a Bachelor of Science (BS) focused in Business Administration and Management, Finance from University of Alabama.I joined CAPTRUST in December 2022. CAPTRUST was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.