Tasha Lynn Rock from 2704 Indian Creek Rd, Austin, TX 78734, age 51, Phone: (512)2667583

Tasha Rock Phones & Addresses

2704 Indian Creek Rd, Austin, TX 78734 • (512)2667583
387 Fantail Loop, Austin, TX 78734 • (512)2610595
Lakeway, TX
Mountain Home, AR
Alto, NM
4007 Wasson Rd, Big Spring, TX 79720 • (432)2675855
2704 Indian Creek Rd, Austin, TX 78734

Work

Company:

State bar of texas
2019
Position:

Committee member

Education

School / High School:

The University of Texas at Austin
2009 to 2011

Skills

Financial Planning • Strategic Planning • Analysis • Small Business • Finance • Cash Flow • Tax • Investments • Budgets • Management • Tax Preparation • Accounting • Quickbooks • Customer Service • Account Reconciliation • Banking • Managerial Finance • Financial Analysis • Team Building • Marketing

Languages

English • Portuguese

Ranks

Certificate:

Certified Financial Plannertm

Industries

Financial Services

Resumes

Financial Advisor

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Location:

Austin, TX

Industry:

Financial Services

Work:

State Bar of Texas
Committee Member
Financial Planning Association (Fpa)
Women's Initiative Co-Chair
Per Stirling
Financial Advisor
Laureate Wealth Management Sep 2015 - Jan 2016
Wealth Advisor
Austin Asset Jul 2013 - Sep 2015
Manager, Wealth Planning

Education:

The University of Texas at Austin 2009 - 2011
The University of Texas at Austin 1996 - 1998
Bachelors, Bachelor of Arts

Skills:

Financial Planning
Strategic Planning
Analysis
Small Business
Finance
Cash Flow
Tax
Investments
Budgets
Management
Tax Preparation
Accounting
Quickbooks
Customer Service
Account Reconciliation
Banking
Managerial Finance
Financial Analysis
Team Building
Marketing

Languages:

English
Portuguese

Certifications:

Certified Financial Plannertm
Leadership Skills For Managers Certificate, Project Management
Life and Health Insurance Counselor
Spader Total Management 1
Advanced Interdisciplinary Training
Basic Interdisciplinary Collaborative Law Training
Basic Mediation Training