Position:
Private Wealth Advisor at Goldman Sachs
Work:
Goldman Sachs
- Dallas - Texas Region since May 2011
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Private Wealth Advisor
US Navy
- Washington, DC May 2007 - Apr 2011
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Foreign Military Sales Program Director
U.S. Navy
Apr 2004 - Apr 2007
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Pacific Fleet Airborne Early Warning Squadron (VAW-117)
Education:
Southern Methodist University - Cox School of Business 2012 - 2013
Graduate Finance Certificate Program
University of Oklahoma 2005 - 2007
MLS, Administrative Leadership
Vanderbilt University 1997 - 2001
Bachelor of Science, Engineering, Economics
Skills:
Military, Security Clearance, Investments, Risk Management, Financial Modeling, Operational Planning, Series 7, Asset Managment, Equities, Financial Analysis, Private Equity, Mergers, Portfolio Management, Program Management, Strategic Planning, Valuation, Asset Allocation, Estate Planning, Strategic Financial Planning, Retirement Planning
Interests:
Energy, finance, technology - software and networking, fiction and non-fiction reading, music, playing drums, golf, running, travel, hunting, cooking, and architecture.
Honor & Awards:
Navy Marine Corps Commendation Medal (2010) and Achievement Medal (2007); CVW-11 Landing Signals Officer of the Year -2006; Engineering Dean’s List – Spring 2001: Association of Naval Aviation Distinguished Graduate – 2001; and Academic Excellence Recruit Training - 1994