Resumes
Resumes

Vice President, Retirement Plan Professional And Investment Consultant
View pageLocation:
205 Cypress Ct, Waco, TX 76712
Industry:
Financial Services
Work:
Investors Brokerage of Texas
Vice President, Retirement Plan Professional and Investment Consultant
Pebsco Nationwide Retirement Solutions Mar 1998 - Mar 2000
Retirement and Investment Specialist
Bts Brokers Transaction Services Aug 1995 - Mar 1998
Independent Investment Representative
Sterling Trust Company Jan 1986 - Mar 1994
Officer, Director
Vice President, Retirement Plan Professional and Investment Consultant
Pebsco Nationwide Retirement Solutions Mar 1998 - Mar 2000
Retirement and Investment Specialist
Bts Brokers Transaction Services Aug 1995 - Mar 1998
Independent Investment Representative
Sterling Trust Company Jan 1986 - Mar 1994
Officer, Director
Education:
Texas A&M University 1982 - 1986
Bachelors, Bachelor of Business Administration, Marketing, Finance Lake Highlands High School
Bachelors, Bachelor of Business Administration, Marketing, Finance Lake Highlands High School
Skills:
Retirement Planning
Investments
Retirement
401K
Mutual Funds
Investment Management
Series 7
Financial Planning
Portfolio Management
Erisa
Asset Management
Strategic Financial Planning
Wealth Management
Fiduciary Services
Public Speaking
401 Participant Education
401K Participant Education
Investments
Retirement
401K
Mutual Funds
Investment Management
Series 7
Financial Planning
Portfolio Management
Erisa
Asset Management
Strategic Financial Planning
Wealth Management
Fiduciary Services
Public Speaking
401 Participant Education
401K Participant Education
Interests:
Golf
Ac Shelby Cobras
Ac Shelby Cobras
Certifications:
Crc - Certified Retirement Counselor
Rf - Registered Fiduciary
Rf - Registered Fiduciary