Teamlogicit
Owner and President of Teamlogic It Dallas
Trust Company of America
Regional Vice President of Sales
Interactive Brokers Nov 2017 - Apr 2018
Institutional Sales
Scottrade Advisor Services Oct 2013 - Oct 2017
Regional Vice President, Business Development
Td Ameritrade Institutional Apr 2008 - Oct 2013
Stategic Relationship Consultant
Education:
Texas A&M University 1992 - 1996
Skills:
Securities Financial Services Portfolio Management Investments Options Hedge Funds Asset Allocation Equities Financial Advisory Investment Advisory Electronic Trading Sales Derivatives Series 63 Alternative Investments Practice Management Business Relationship Management Trading Systems B2B Investment Banking Equity Trading Investment Strategies Public Speaking Stocks Ria Negotiation Chartered Financial Analyst Morningstar Finra Algorithms Registered Investment Advisor Ria Sales Business and Practice Management Consulting Portfolio Rebalancing Outside Sales Webinars Technology Solutions Stock Market Etfs Custody Clearing Futures Executive Level Presentations Technology Sales Business To Business Sales Stock Options Cfa Level 1 Software Sales Software As A Service
Interests:
Investing Trading Wine History High Performance Driving Events
Mark Boothe (1973-1977), Denise Vanover (1970-1973), Mark Elsten (1966-1973), Art Schofield (1971-1978), Shane Smith (1966-1973), Carrie Rakestraw (1980-1986)