Real Estate Tax Consultants - Plano, TX since Jan 2009
Vice President, Property Tax Advisor
United Central Bank - Dallas, Texas Jan 2005 - Dec 2008
Commercial Lending
Citi - International Jan 1988 - Aug 1997
Banking and Investments
Education:
Thunderbird School of Global Management
MBA, International Management
Skills:
Chfc Annuity Sales Asset Protection Estate Planning Insurance Gifting Strategies Key Person Protection Legacies Licensed Life Insurance Agent Multi Generational Planning Multi Generational Wealth Transfer Protection Planning/Family Security Retirement Retirement Planning Small Business Succession Planning Wealth Preservation Planning