Lpl Financial
Divisional Manager - Central Us
Lpl Financial Oct 2012 - May 2018
Regional Advisory Consultant
Bbva Compass Aug 2010 - Oct 2012
National Investment Sales Manager
Wells Fargo May 2006 - Aug 2010
Regional Manager
Citi 2001 - 2006
Area Investment Manager
Education:
The University of Texas at Austin 1990 - 1995
Skills:
Wealth Management Investments Financial Services Mutual Funds Portfolio Management Series 7 Financial Advisory Investment Advisory Asset Management Series 63 Retirement Planning Securities Asset Allocation Financial Planning Series 24 Risk Management Alternative Investments Banking Finra Equities Relationship Management Series 65 Capital Markets Aml Strategic Financial Planning Uniform Combined State Law Kyc Securities Regulation Series 9 Series 10 Series 53 Series 31
Raytheon / Network Centric Systems since Sep 2007
Software Development Manager
Nortel Oct 2004 - May 2007
Sr. MSS - MTX Software Design
Nortel Nov 1999 - Oct 2004
Design Mgr. MCS OAM&P
Nortel Oct 1993 - Nov 1999
Sr. Member Scientific Staff
E-Systems Jun 1985 - Sep 1993
Sr. Software Engineer
Education:
Texas A&M University 1978 - 1985
Skills:
Software Development Team Leadership Sip Mobile Devices Strategy Management Software Design Networking Project Management Software Engineering Cdma Soa Leadership Clearcase