Resumes
Resumes

President
View pageLocation:
6036 Post Oak Green Ln, Houston, TX 77055
Industry:
Financial Services
Work:
Wealth Development Strategies since Jan 2009
Sr. VP
Merrill Lynch Jul 2003 - Jan 2009
Sr. Financial Advisor, CFP(r), CIMA(r), CRPC(r), CSNA
The Bedminster Group Aug 2000 - Jul 2003
VP of Portfolio Operations
Sr. VP
Merrill Lynch Jul 2003 - Jan 2009
Sr. Financial Advisor, CFP(r), CIMA(r), CRPC(r), CSNA
The Bedminster Group Aug 2000 - Jul 2003
VP of Portfolio Operations
Education:
Leadership Houston 2009 - 2010
College for Financial Planning 1998 - 2000
CFP, Certified Financial Planner New Actors Workshop 1989 - 1991
University of Pennsylvania 1983 - 1986
B.A., Psychology Dickinson College 1982 - 1983
American School in London 1979 - 1982
College for Financial Planning 1998 - 2000
CFP, Certified Financial Planner New Actors Workshop 1989 - 1991
University of Pennsylvania 1983 - 1986
B.A., Psychology Dickinson College 1982 - 1983
American School in London 1979 - 1982
Skills:
Financial Services
Finance
Leadership
Comprehensive Financial Planning For Indivudals and Business Owners
Strategy
Insurance
Retirement Planning
Financial Goals
Certified Financial Planner
Investments
Financial Advisory
Finance
Leadership
Comprehensive Financial Planning For Indivudals and Business Owners
Strategy
Insurance
Retirement Planning
Financial Goals
Certified Financial Planner
Investments
Financial Advisory
Interests:
Family
Exercise
Reading
Exercise
Reading
Languages:
English