Position:
Senior Financial Advisor at MERRILL LYNCH WEALTH MANAGEMENT
Location:
New Orleans, Louisiana
Industry:
Financial Services
Work:
MERRILL LYNCH WEALTH MANAGEMENT - Greater New Orleans Area since Jan 2000
Senior Financial Advisor
United States Marine Corps - Greater New Orleans Area Jan 1992 - Nov 2011
Deputy Assistant Chief of Staff, Logistics
Education:
University of North Carolina at Chapel Hill 2012 - 2012
Certificate, Advanced Program in Logistics and Technology
University of New Orleans 2009 - 2010
MBA, Business Administration
Marine Corps University 2008 - 2009
Diploma, Command and Staff
University of Tennessee-Knoxville 2008 - 2008
Certificate of Completion, Supply Chain Management
Oakland University 1991 - 1995
Business, Finance
Royal Oak Shrine 1986 - 1990
Diploma, College Preparatory
Skills:
Risk Management
Internal Controls
Military
Portfolio Management
Retirement Planning
Asset Managment
Investments
Negotiation
Analysis
Team Building
Public Speaking
Business Development
Financial Statements
Financial Risk
Equities
Financial Advisory
Financial Analysis
Training
Mutual Funds
Leadership
Investment Advisory
Data Analysis
Managerial Finance
Program Management
Business Analysis
Auditing
Customer Service
Process Improvement
Microsoft Excel
Valuation
Series 7
Financial Reporting
Securities
Banking
Business Planning
Risk Assessment
Microsoft Office
Strategic Planning
Management
Project Planning
Budgets
Accounting
Strategic Financial Planning
Team Leadership
Finance
Strategy
Insurance
Operations Management
Series 63
Business Strategy
Interests:
Investing, self-improvement, spirituality, family
Honor & Awards:
Bronze Star
Meritorious Service Medal
Combat Action Ribbon
Promotion to Lieutenant Colonel in USMC (Feb 2012)