Industry:
Financial Services
Work:
Mutual Pointe Wealth Advisors
Registered Investment Advisor
Edward Jones Dec 2009 - Dec 2012
Financial Advisor and Business Strategist
Jpmorgan Chase & Co. Oct 2006 - Dec 2009
Business Finance Specialist and Financial Advisor, Vice President
Education:
University of Houston 1999 - 2004
Bachelors, Bachelor of Science, Economics, Psychology
Skills:
Strategic Financial Planning
Investments
Finance
Financial Analysis
Insurance
Banking
Strategic Planning
Retirement
Series 7
Leadership
Employee Benefits
Financial Advisory
Business Strategy
Series 63
Sales
Mutual Funds
Small Business
401K
Series 6
Retirement Planning
Sales Management
Fixed Annuities
Cross Functional Team Leadership
Financial Services
Portfolio Management
Asset Management
Long Term Care
Estate Planning
Life Insurance
Mortgage Lending
Business Planning
Series 66
Group 1 Life Insurance
Forecasting
Loans
Credit
Project Management
Small Business Lending
Commercial Lending
Financial Modeling
Consumer Lending
Loan Origination
Underwriting
Credit Analysis
Investment Advisory
Risk Management
Marketing Strategy
Tax
Term Life Insurance
Health Insurance
Interests:
Retirement Preparation
Business Financial Planning
Sales
