Morgan Stanley Jan 1, 2000 - Mar 1, 2009
Financial Advisor
Wells Fargo Advisors Jan 1, 2000 - Mar 1, 2009
Senior Vice President-Investments
Buckman-Mitchell, Inc. Dec 1994 - Jan 2000
Financial Services Manager
Education:
Texas State University 1976 - 1979
Bachelors, Bachelor of Science, Criminal Justice, Law Enforcement
Skills:
Retirement Planning Financial Services Retirement Investment Strategies Securities 401K Insurance Estate Planning Management Fixed Annuities Small Business Finance Life Insurance Customer Service Team Building Mutual Funds Financial Analysis Portfolio Management Financial Advisory Estate Investment Planning Investment Planning Series 7 Investments Wealth Management Financial Planning Asset Management