Position:
Client Relations and Business Development at CORDA Investment Management, LLC (Sole Proprietorship)
Work:
CORDA Investment Management, LLC
- Houston, Texas Area since Dec 2011
-
Client Relations and Business Development
Texas State Fence and Patio
- Dallas/Fort Worth Area Aug 2009 - Sep 2011
-
Managing Partner
Allen Sunrise Rotary
- Allen, TX 2006 - 2009
-
Member
Capital One
- Allen, TX Oct 2004 - Jul 2009
-
Market Manager / Branch Sales Manager / Business Developer
JPMorgan Chase
- Plano, TX Sep 2002 - Oct 2004
-
Financial Executive
AXA
- Dallas/Fort Worth Area Apr 2000 - Sep 2002
-
Retirement Benefit Specialist
Education:
Texas State University-San Marcos 1995 - 2000
Bachelor of Business Administration, Business Finance
Interests:
Men's softball, golf, snow skiing, college football (UT), Houston Astros, Dallas Cowboys, SA Spurs and current events
Certifications:
Accredited Investment Fiduciary (AIF)
Series 65 License - Registered Investment Advisor Representative