Resumes
Resumes
Manager, Investment Team
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
Bank of Texas
Manager, Investment Team
King Investment Advisors, Inc. Jul 2007 - Nov 2015
Managing Director, Business Development
Stanford Group Company Jan 2006 - Jun 2007
Senior Investment Officer
Stanford Group Company Jun 1999 - Dec 2005
Managing Director, Investment Advisory Group
American Express Financial Advisors Jan 1996 - May 1999
Financial Planning Analyst
Manager, Investment Team
King Investment Advisors, Inc. Jul 2007 - Nov 2015
Managing Director, Business Development
Stanford Group Company Jan 2006 - Jun 2007
Senior Investment Officer
Stanford Group Company Jun 1999 - Dec 2005
Managing Director, Investment Advisory Group
American Express Financial Advisors Jan 1996 - May 1999
Financial Planning Analyst
Education:
University of Denver - Daniels College of Business
Bachelors, Bachelor of Science In Business Administration, Marketing, Finance and Marketing, Finance
Bachelors, Bachelor of Science In Business Administration, Marketing, Finance and Marketing, Finance
Skills:
Investments
Portfolio Management
Financial Services
Management
Investment Advisory
Asset Management
Financial Planning
Marketing
Wealth Management
Leadership
Financial Analysis
Business Strategy
Marketing Strategy
New Business Development
Finance
Business Development
Asset Allocation
Strategic Planning
Financial Modeling
Investment Strategies
Equities
Investment Management
Portfolio Management
Financial Services
Management
Investment Advisory
Asset Management
Financial Planning
Marketing
Wealth Management
Leadership
Financial Analysis
Business Strategy
Marketing Strategy
New Business Development
Finance
Business Development
Asset Allocation
Strategic Planning
Financial Modeling
Investment Strategies
Equities
Investment Management
Interests:
Poverty Alleviation
Languages:
English