Oppenheimer & Co. Inc. May 2010 - Jun 2016
Financial Consultant - Pm
Merrill Lynch May 2010 - Jun 2016
Financial Advisor
Dia Lucrii Capital Aug 2009 - Nov 2009
Director of Investments
Stanford Capital Management May 2004 - Mar 2009
Senior Investment Analyst
Education:
Texas Tech University - Rawls College of Business 1999 - 2004
Bachelors
Texas Tech University 1999 - 2004
Bachelors
Skills:
Customized Investment Portfolios Investment Portfolio Management Goals Based Analysis For Wealth Management Risk Management Financial Analysis Investments Wealth Management Financial Advisory Valuation Management Customer Service Family Wealth Transfer Trust Services Family Legacy Planning Financial Statement Analysis Net Worth Analysis and Wealth Allocation Multi Generational Wealth Trasfer Non Profit Wealth Advising Retirment Planning and Wealth Management Total Wealth Management Wealth Structuring High Net Worth Individuals High Net Worth Portfolio Management High Net Worth Wealth Planning Executive Compensation Plans Corporate Finance Corporate Retirement Plan Management Business Exit Strategies Asset Management Philanthropic Planning Strategies Philanthropic and Endowment Management Foundations and Trusts
Certifications:
Personal Investment Advisor Merrill Lynch Internal