SUMMARY

Highly qualified executive offering more than 32 years of proficient financial management experience.  Results focused and effective leader with proven record of impacting positive change.  Analytical decision maker with excellent problem-solving skills. Conscientious, flexible, self-motivated individual with proven strengths, including expertise in written and verbal communications. Driven toward building wealth for individuals, businesses, organizations and communities. 

 

EDUCATION

University of South Carolina, Columbia, South Carolina, Bachelor of Arts

Midlands Technical College, Columbia, South Carolina, 21 hours of Accounting

Graduated Southeastern CUNA Management School

Graduated Certified Credit Union Financial Counselor School

The American College, Financial Services Certified Professional 

Retirement Income Certified Professional

Series 6, 63, and 65 licensed by the Financial Industry Regulatory Authority (FINRA)

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PROFESSIONAL EXPERIENCE

PRUDENTIAL FINANCIAL, Columbia, South Carolina                 

2013 - Present

Financial Planner

Offer securities products and services as a registered representative of Pruco Securities, LLC.  Licensed in South Carolina, North Carolina, Georgia, Maryland, Mississippi and Florida

 

Selected Contributions

• Develop professional relationship with more than 300 clients and manage $5M in assets

• Present investment and financial planning seminars to clients and prospective clients

• Develop sustainable financial plans for clients to retirement and beyond

• Lead the Culture Team for the Inclusion and Diversity Field Advisory Council

• Facilitated Prudential Financial corporate sponsorships of Delta Sigma Theta Sorority Conventions and Conferences.

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DESTINY WEALTH ADVISORS & CONSULTING, LLC, Columbia, South Carolina

2007- Present

President/Chief Executive Officer

Utilize planning, organizing, and business skills to assist clients in reaching their fullest financial potential while staying focused on their mission and goals.  Work with individuals, small businesses, churches, non-profit organization, and credit unions on their wealth management goals.

 

Selected Contributions

• Set up accounting systems for small businesses and train staff to manage

• Conduct strategic planning sessions with several non-profit boards and credit union boards 

• Advise churches regarding financial matters to include investing and financing

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BIDEN FOR PRESIDENT, Columbia, South Carolina

2019 - 2020

SC Coalitions Director (April 2019 to February 2020)

Political Director (March 2020 to August 2020)

SC State Director (September 2020 to November 2020)

Provided strategic support to the Campaign building relationships with individuals and organizations and sharing the campaign message to increase voter participation and mobilization. Responsible for collaborating and building a grassroots coalition of supporters by creating outreach programs and expanding community organizing.

 

Selected Contributions:

• Developed a coalition of supporters which resulted in winning the SC primary and changed the trajectory of the Campaign

• Conducted policy meetings regarding education, healthcare, climate change and social justice

• Managed political relationships in VA, VT, MA, DC, RI, CT, MS and NY

 

BROOKLAND FEDERAL CREDIT UNION, West Columbia, South Carolina

1999 - 2007

President/Chief Executive Officer

Selected to lead a feasibility to meet the wealth-building needs of the Brookland Baptist Church congregation; successfully completed and submitted application to National Credit Union Administration to operate a federally chartered Credit Union in May 1999.  Hired by Board of Directors and challenged to operate a startup Credit Union.

 

Directed all operations of the Credit Union.  Provided leadership in financial management, human resource management, lending, and marketing.  Oversaw all finances, strategic planning, and administrative affairs. 

 

Selected Contributions

• Established strategic plan that resulted in reaching $3 million in assets in 8 years. 

• Consistently maintained an NCUA CAMEL rating of 2.

• Developed all policies and procedures to operate the Credit Union.

• Initiated and launched all services offered by the Credit Union.

 

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA, Columbia, South Carolina   

1995 -1999

Reimbursement Technician

Conducted reviews of provider cost reports for acceptability and maintained information systems for Medicare Audit and Reimbursement Department.  Supervised five employees.

 

Selected Contributions

• Organized data base used to ensure proper payment to Medicare providers.  

• Instituted reporting information system streamlining data flow.

• Facilitated training of new staff members and temporary workers.

 

REPUBLIC NATIONAL BANK, Columbia, South Carolina

1994 - 1995

Quality Assurance Analyst

Ensured the accuracy of all loan documentation.  Provided professional customer service to 3 branches as well as consumer and commercial loan customers.  

 

Selected Contributions

• Established process for efficiently managing negotiable collateral.

• Reorganized process for reporting exceptions to upper management.

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VICTORY SAVINGS BANK, Columbia, South Carolina

1992 - 1994

Branch Administrator/Teller Supervisor (1993-1994)

Managed all teller and operational functions.  Handled all escalated customer service issues and requests in a timely manner.  Conducted all office audits.  Supervised and facilitated training of support staff.  Designed and implemented teller manual and procedures.

 

Administrative Assistant to President of Bank (1992-1993)

Facilitated administrative support for President.  Maintained all regulatory documentation and security.  Assisted in collections and recovery.  Processed loan applications.  Researched and wrote Credit Manual and Compliance Manual.  Received recognition as employee of the quarter.

 

REPUBLIC NATIONAL BANK, Columbia, South Carolina

1989 - 1992

Teller Supervisor

Supervised staff of three tellers.  Performed customer transactions in necessary capacities.  Updated and maintained loan accounts, overdraft report and exceptions report.  Served as back-up customer service representative.  Served on liaison committee consisting of upper and lower management to improve overall customer service and employee relations.

 

COMMUNITY INVOLVEMENT

The Brook Church - Minister

Leadership South Carolina 2009 Class

Black Expo Advisory Board - Board Member

Delta Sigma Theta Sorority Incorporated:

-Past Chapter President

-Elected Member National Finance Committee

Brookland Foundation, Volunteer

Fortitude Foundation, Board Member, Past Chair

League of Women Voters, Past Treasurer

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