Resumes
Resumes
President And Chief Executive Officer
View pageLocation:
San Antonio, TX
Industry:
Financial Services
Work:
Swbc Wealth Management Feb 2009 - Jun 2010
Financial Planner
Luci Harty Advisory Feb 2009 - Jun 2010
President and Chief Executive Officer
Ipi Jul 2006 - Feb 2009
Financial Planner
Metlife Mar 2005 - Jul 2006
Financial Planner
Usaa Jan 2000 - Mar 2005
Financial Advisor
Financial Planner
Luci Harty Advisory Feb 2009 - Jun 2010
President and Chief Executive Officer
Ipi Jul 2006 - Feb 2009
Financial Planner
Metlife Mar 2005 - Jul 2006
Financial Planner
Usaa Jan 2000 - Mar 2005
Financial Advisor
Education:
Saint Leo University
Skills:
Retirement Plans
Fiduciary Advice
Philanthropy Strategies
Certifications
Retirement Plan Consulting
Fiduciary
Philanthropy
Retirement Planning
Strategies
Investments
Asset Management
Alternative Investments
Equities
Investment Advisory
Asset Allocation
Retirement
Fiduciary Advice
Philanthropy Strategies
Certifications
Retirement Plan Consulting
Fiduciary
Philanthropy
Retirement Planning
Strategies
Investments
Asset Management
Alternative Investments
Equities
Investment Advisory
Asset Allocation
Retirement
Interests:
Social Services
Economic Empowerment
Politics
Erisa Fiduciary Issues
Education
Disaster and Humanitarian Relief
Arts and Culture
Health
Economic Empowerment
Politics
Erisa Fiduciary Issues
Education
Disaster and Humanitarian Relief
Arts and Culture
Health
Community Service Liaison
View pageLocation:
San Antonio, TX
Work:
Community Service Liaison
Cfp, Aif
View pageLocation:
San Antonio, TX
Industry:
Financial Services
Work:
Investment Professionals, Inc.
Cfp, Aif
Cfp, Aif