Work:
Trend Sync, LLC
Managing Member, Owner
Texas Bankers Association, Wealth Management Division
Instructor
Amegy Bank of Texas - Dallas, TX
Senior Vice President, Wealth Advisor
Bank of Texas - Dallas, TX
Senior Vice President, Senior Portfolio Manager
Southwest Strategies - Dallas, TX
Registered Investment Advisor
NationsBank - Dallas, TX
Senior Vice President, Senior Portfolio Manager, Private Investments
Schwab Institutional, Charles Schwab and Co - Dallas, TX
Extensive liaison work
Oppenheimer & Co - New York, NY
Institutional Sales
Chicago Research & Trading - New York, NY
Institutional Sales
Refco & Co - New York, NY
Institutional Sales
Moseley, Hallgarten, Estabrook & Weeden - New York, NY
Dean Witter & Co - Dallas, TX
Institutional Sales - Fixed Income
Kidder, Peabody & Co - Dallas, TX
Retail Sales
Education:
Universit de Franche
French Language Immersion
University of Texas at Dallas - Dallas, TX
Bachelor of Arts