Capital Group
Relationship Manager
Capital Group Aug 2007 - Apr 2011
Area Sales Manager
Capital Group May 2003 - Aug 2007
Internal Wholesaler
Edward Jones Aug 1999 - Apr 2003
Investment Representative
Education:
Texas A&M University 1996 - 1999
Bachelors, Bachelor of Business Administration, Finance
Mclennan Community College 1995 - 1996
Bachelors, Bachelor of Business Administration, Business
Skills:
Asset Management Asset Allocation Investments Mutual Funds Series 63 Series 7 Retirement Planning 401K Equities Retirement Alternative Investments Financial Services Investment Advisory Wealth Management Portfolio Management