Position:
Senior Vice President - Investments at First Financial Equity Corporation
Work:
First Financial Equity Corporation
- Greenwood village, Colorado since Oct 2008
-
Senior Vice President - Investments
Consilium | Strategy for Life and Business
Jun 2008 - May 2012
-
Owner and Certified Facilitator
H&R Block Financial Advisors
Sep 2004 - Nov 2007
-
Branch Manager, Complex Manager & Regional Manager
Morgan Stanley
Aug 2000 - Sep 2004
-
Vice President, Sales Manager and Financial Advisor
Merrill Lynch
Nov 1987 - Aug 2000
-
Associate VP and Senior Financial Advisor
Education:
Texas State University-San Marcos 1973 - 1979
Bachelor of Arts (BA)
Skills:
Financial Advisory, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Wealth Management, Investments, Strategic Financial Planning, Investment Advisory, Alternative Investments, Portfolio Management, Equities, Insurance, Asset Managment, Estate Planning, Asset Allocation, Financial Analysis, Risk Management, Retirement, Series 63