Areas of Emphasis
- Equity Trading
- Fixed Income Trading
- Retirement Plans
- Option Strategies
Education
- Millsaps College, MBA, 2001
- Millsaps College, BBA, emphasis in finance, cum laude, 1997
Associations
- CFA Institute
- CFA Society of Mississippi; 1997 Mississippi Society of Financial Analysts Award Recipient
- Millsaps College Louis Wilson Fund Board Member
- Mississippi Symphony Orchestra Foundation Board, Vice Chair 2010
- Mississippi Museum of Art Foundation Board, Investment Committee
- Junior League of Jackson
- Jackson Symphony League, President 2005
- Kappa Delta Sorority National Leadership Team; 2007 Order of Pearl Recipient
- Middle Mississippi Girl Scout Council 2006 Woman of Distinction
- University of Mississippi Medical Center MIND Center Board
Licenses and Registrations
- General Securities Representative Series 7 and Series 63
- Mississippi Insurance License - Life and Variable Annuities
