Knowledgeable about the Charlotte North Carolina markets. 25 years experience managing, marketing, training, and selling business information and financial services. 1962 to 1983 Marketing & Management with Dun & Bradstreet--Received 8 promotions; Started in an accelerated management trainee after receiving MBA; managed operations in Little Rock; Columbus, Ohio; 4 offices in North Carolina; 4 offices in Illinois; President of Canadian Subsidiary; President of Mergex; Merrill Lynch; 1983 President of Investment Products & Services; '84 Tripp & Co; 84-06 Smith Barney- Corporate Trainer, Sr VP-Wealth Adviser & Branch Manager. SCORE mentor since 2007. Winner of the AFP Outstanding Volunteer Fundraising Award for 4 counties in Florida in 2006.