Position:
Investment Advisor at RJ Capital Investment Advisors
Work:
RJ Capital Investment Advisors
- Houston, Texas Area since Nov 2011
-
Investment Advisor
Pivot Point Advisors
- Bellaire, Texas Sep 2010 - Sep 2011
-
Financial Advisor
Houstonian Golf and Country Club
- Richmond,Texas Oct 2009 - Jan 2011
-
Event Staff
Clear Channel Radio
- Houston, Texas Area Aug 2006 - Aug 2009
-
Account Executive
Black Box Network Services
- Houston, Texas Area Mar 2001 - Jul 2006
-
Service Associate
Education:
Texas A&M University-Commerce 2010 - 2011
University of Houston 2000 - 2006
Bachelor of Arts, Communication
Stephen F. Austin High School 1996 - 2000
Skills:
Financial Planning, Investments, Debt Elimination, Budgeting, Insurance Planning, Retirement Planning, Estate Planning, College Savings Plans, Employee Benefits, Financial Coaching, Investment Advisory, 401k Rollovers, 529 Plans, SEP, Roth IRA, IRA Rollovers, Strategic Financial Planning
Interests:
Reading, Community Service, Golf
Honor & Awards:
“How to Sell Like a Pro” - Successfully completed Dale Carnegie Training course on Professional Selling in October 2006