Williams Financial Group
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Williams Financial Group Employees
Blue Steele Solutions September 2009 - Present
UniTherm Insulation Systems October 2010 - November 2012
Dallas/Fort Worth Urethane August 2010 - February 2011
Williams Financial Group March 2009 - September 2010
Society for Technical Communication January 2006 - September 2010
Advanced Data Exchange March 2007 - March 2009
Advanced Data Exchange March 2007 - June 2008
Computer Associates 2005 - 2007
CA 2005 - 2007
Accor February 2006 - June 2006
Skills
Social Media Marketing, Web Design, Web Development, Interactive Marketing, Marketing Operations, Technical Writing, Salesforce.com, Marketing Communications, Email Marketing, Social Media, Lead Generation, Online Advertising, Content Management, SEO, Marketing, Project Management, Marketing Strategy, E-commerce, SEM, Social Networking, CRM, Website Development, Copywriting, WordPress, Web Analytics, Adobe Creative Suite, Analytics, Content Strategy, Online Marketing, Entrepreneurship, Dreamweaver, Internal Communications, Illustrator, Trade Shows, Business Development, Mobile Web Design, Twitter
Education
University of North Texas 2003 — 2007
Bachelor of Arts, English (Technical Writing)
Bank of America Merrill Lynch June 2015 - August 2015
Needham & Company May 2014 - August 2014
Williams Financial Group May 2013 - August 2013
Williams Financial Group May 2012 - August 2012
Education
University of Virginia 2014 — 2016
Bachelor of Arts, Economics
University of Arkansas 2012 — 2014
Bachelor of Arts, Economics
Breaking Into Wall Street 2013 — 2013
Financial Modeling Training
DRS Power Technology, Inc. September 2015 - Present
L-3 Communications December 2004 - Present
BBVA Compass October 2001 - December 2004
Williams Financial Group June 2000 - October 2002
Gallagher Financial Group December 1999 - October 2001
AXA Advisors June 1999 - December 1999
Norwest Financial 1993 - 1998
Skills
Earned Value Management, Six Sigma, Customer Service, Conflict Resolution, Cost Account Management, Budgeting, Forecasting, Cash Flow Management, SAP, FAR, Aerospace, Budgets, Cash Flow, DoD, Government, Government Contracting, Management, Program Management, Proposal Writing, Strategic Financial..., Risk Management, Training, Analysis, Cost Accounting, Finance, Financial Planning
Education
Tarleton State University 2007 — 2010
MBA, Business Admin, Conflict Resolution
Angelo State University 1989 — 1993
BBA, Bus Admin, Finance, Mgmt, Acct
Denison
Upstream Investment Partners LLC /Sigma Financial Corporation September 2012 - Present
Williams Financial Group September 2010 - September 2012
Amerprise Financial August 2007 - September 2010
Morgan Stanley January 2005 - August 2007
Smith Barney August 1997 - January 2005
Texas Commerce Bank/Chase Bank of Texas December 1996 - August 1997
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1984 — 1986
BS, Communications
Williams Financial Group February 2014 - Present
Williams Financial Group August 2013 - February 2014
Williams Financial Group May 2011 - August 2013
Williams Financial Group April 2010 - May 2011
Williams Financial Group December 2008 - April 2010
HD Vest January 2008 - November 2008
Fidelity Investments February 2006 - December 2007
Birch Telecom June 2004 - January 2006
Skills
Series 7, Series 63, Series 66, Series 24, Financial Advisory, Investment Advisory, Retirement, Financial Services, Wealth Management, Investments, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Wealth Management..., Investment Strategies, Finance, Asset Management, Alternative Investments, Life Insurance, General Insurance, Asset Managment, ETFs, Investment Management, Financial Planning
Education
Texas Christian University 1998 — 2002
Bachelor of Science
Chaminade College Prep 1992 — 1998
Williams Financial Group June 2015 - Present
Reliant Funding April 2014 - December 2014
Sprott Asset Management USA October 2011 - October 2013
Sprott Global Resource Investments October 2011 - October 2013
Globant January 2012 - January 2012
Global Resource Investments, Ltd. February 2005 - December 2011
Skills
Sales, Finance, Management, Business Strategy, Customer Service, Proven Leadership Skills, Financial Modeling, Asset Management, Change Management, New Business Development, Process Improvement, Self-Motivated, Financial Management, Trading, Marketing Strategy, Managerial Finance, Bloomberg, International Equity..., Team Building, Leadership, Microsoft Office, Due Diligence, Investments, Strategic Planning
Education
University of San Diego 2010 — 2012
MBA, International Business, Managerial Leadership
University of San Diego 2009 — 2009
Certificate, Global Business Strategy
Kaplan University 2005 — 2008
Bachelor of Science, Legal Studies, concentration in Corporate Law
KPMG Transaction Services August 2013 - Present
KPMG Transaction Services January 2012 - March 2012
Williams Financial Group June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Golf, Accounting, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Managerial Finance
Education
Texas A&M University 2011 — 2013
Master's degree, Finance and Financial Management Services
Texas A&M University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Business Honors
London School of Economics and Political Science 2010 — 2010
Williams Financial Group January 2014 - Present
Skills
Alternative Investments, Investments, Portfolio Management, Hedge Funds, Due Diligence, Equities, Asset Allocation
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Missouri Historical Society March 2012 - August 2014
Missouri Historical Society 2011 - 2012
Brown School at Washington University in St. Louis September 2011 - November 2011
Williams Financial Group June 2009 - July 2009
Skills
Unity3D, Boo script, JavaScript, C#, Museums, History, Acting, Piano Playing, Activism
Education
Ripon College 2014 — 2018
Computer Science
Crossroads College Preparatory 2010 — 2014
Williams Financial Group June 2012 - Present
Williams Financial Group April 2011 - June 2012
Williams Financial Group July 2010 - April 2011
Williams Financial Group January 2008 - July 2010
Williams Financial Group April 2004 - January 2008
Williams Financial Group December 2001 - April 2004
Skills
Finance, Equities, Portfolio Management, Investments, Series 7, Series 24, Financial Services, Stocks, Bonds, Management, Capital Markets, Operations Management, Wealth Management, Mutual Funds, Securities
Education
Texas Christian University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
American Advisory Services September 2014 - Present
USAA August 2013 - September 2014
Williams Financial Group June 2012 - April 2013
Ameriprise Financial Services, Inc. June 1999 - May 2012
Steptoe & Johnson LLP 2008 - 2010
American Express Financial Advisors June 1999 - April 2000
Skills
FINRA, Retirement Planning, Securities, Series 7, Investment Advisory, Estate Planning, Mutual Funds, Series 24, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Financial Advisory, Asset Managment, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Retirement, Wealth Management..., Trading, Series 65, Financial Planning, Insurance, Trading Systems, Finance, Bonds, 401k, IRAs, Alternative Investments, Risk Management, Wealth Management, ETFs, Hedge Funds, High Net Worth..., Series 6, Banking, Financial Planners, Options
Education
Saint Xavier University 2002 — 2005
MBA, Financial Planning
DePaul University 1989 — 1993
BS, Economics
New York University
Stifel Financial Corp. August 2015 - Present
USAA November 2013 - April 2015
Thrivent Financial March 2012 - November 2013
Williams Financial Group November 2010 - October 2011
Charles Schwab June 2010 - November 2010
Raymond James Financial May 2008 - June 2010
A.G. Edwards (merged with Wachovia Securities) March 2006 - May 2008
A.G. Edwards October 2004 - March 2006
Alvarado Parkway Institute March 2003 - May 2004
Education
Alliant International University-San Diego Cornerstone Court 1999 — 2004
M.A., Clinical Psychology
Alliant International University-San Diego Scripps Ranch 1999 — 2004
M.A., Clinical Psychology
California School of Professional Psychology at Alliant International University 1999 — 2002
M.A, Clinical Psychology
McKendree College 1995 — 1999
B.A., Psychology
Belleville Township High School West 1992 — 1995
High School, General Studies
Williams Financial Group April 2010 - Present
VALIC March 2000 - April 2010
Skills
Retirement Planning, Series 7, Financial Planning, Wealth Management, 401k, Investments, Insurance, Fixed Income, Retirement Income..., Portfolio Management
Education
Haslam College of Business at the University of Tennessee 1980 — 1984
BS, Management
The McCallie School 1974 — 1980
Results by Design Branding + Marketing November 2010 - Present
Williams Financial Group March 2009 - October 2010
Franklin Pierce University June 2008 - February 2009
Franklin Pierce University September 2006 - May 2008
Brookside Design April 2000 - July 2006
Brand Content Advertising Agency May 2005 - August 2005
Southern New Hampshire University May 2004 - May 2005
Skills
Photography, Advertising, Web Design, Marketing Strategy, SEO, Wordpress, Photoshop, Social Media, Public Relations, Graphic Design, Brochures, Marketing, Adobe Acrobat, Dreamweaver, Logo Design, InDesign, Integrated Marketing, Social Media Marketing, Social Networking, Marketing Communications, Corporate Identity, Brand Management, SEM, Layout, Strategy, QuarkXPress, WordPress, Online Marketing, Adobe Creative Suite, Brand Awareness, Management, Email Marketing, Graphics, Creative Direction, Brand Development, CMS, Salesforce.com, Leadership, Facebook, Online Advertising, Relationship Marketing, Project Management, Digital Marketing, Branding, Customer Experience
Education
Southern New Hampshire University 2002 — 2005
Bachelor of Science, Marketing, Advertising, Graphic Design, 4.0
New Horizons Computer Learning Center 2000 — 2001
Prometric Certified Internet Webmaster, Website Design
Colby College 1998 — 2000
Undergraduate, Psychology
Rovi Corporation July 2015 - Present
Williams Financial Group May 2013 - July 2015
Fossil January 2012 - May 2013
Fluid Consulting November 2003 - January 2012
Skills
VMware Certified..., VMware Certified..., Windows Server, Linux System..., IBM XIV, Compellent, Dell Storage, VCP 4, VCP 5, VMware, Microsoft Exchange, Windows, Storage Area Networks, VMware ESX, VMware Infrastructure, Infrastructure, SAN, Dell PowerEdge Servers, vSphere, Hyper-V, IBM Servers, iSCSI, NAS, Powershell, Active Directory, Backup Solutions, Cisco UCS, VMware View, Servers, VDI, VPN, VMware Workstation, DNS, Virtualization, 2008 R2, Microsoft Servers, Server Architecture, Red Hat Linux, VMware Server, Nagios, Backup Exec, Linux, DHCP, Firewalls, IIS, System Administration, Network Architecture, Switches, Disaster Recovery, Routers
Education
The University of Texas at Dallas 1999 — 2003
Bachelor of Science (B.S.), Telecommunications Engineering
DeSoto Family Dentistry August 2014 - Present
Alpine Access November 2013 - December 2013
One Technologies April 2008 - March 2011
Robert Half International December 2007 - April 2008
Washington Mutual Bank July 2006 - December 2007
Williams Financial Group September 2004 - July 2006
Manchee & Manchee, LLP August 2000 - September 2002
Skills
Customer Service, Email Marketing, Microsoft Office, Quality Assurance, Event Planning, Call Centers, Time Management, Interviews, Customer Retention, Teamwork, PowerPoint, Team Building, Project Management, Management, Marketing, Microsoft Excel, Product Marketing
Education
Dallas County Community College 2010 — 2011
TDIndustries November 2013 - Present
The Insurance Group October 2011 - September 2013
Williams Financial Group April 2010 - August 2010
Skills
Insurance, Leadership, Public Speaking, Customer Service, Social Networking, Account Management, Social Media Marketing, Sales, New Business Development, Negotiation, Microsoft Office, Marketing, Facebook, Budgets, Marketing Strategy, Marketing Communications, Microsoft Excel, Market Research, Online Marketing
Education
Oklahoma State University 2006 — 2010
Bachelors, Marketing
Williams Financial Group November 2014 - Present
MetLife January 2013 - November 2014
Battock Wealth Management January 2013 - June 2014
Baker Associates Insurance Agency, Inc. January 1997 - October 2010
Brokers Alliance Inc. October 2008 - March 2010
Skills
Insurance, Claim, Training, Recruiting, Financial Advisory, Public Speaking, Coaching, New Business Development, Account Management, Credit, Microsoft Office, Process Improvement, Contract Negotiation, Marketing Strategy, Management, Sales Management, Human Resources, Real Estate, Business Development, Employee Relations, Healthcare
Education
Bryant University
Associates Degree, Secretarial Studies
Dymax Corporation January 2012 - Present
Williams Financial Group June 2008 - January 2012
Watson Inc December 2002 - June 2008
Skills
Product Development, R&D, Product Management, Coatings, Manufacturing, Plastics, Polymers, Market Development, Commercialization, Adhesives, Chemistry, Raw Materials, Polymer Chemistry, Resin, Additives
Education
The University of Connecticut 1998 — 2000
Master of Science (M.S.), Polymer Science
Southern Connecticut State University 1994 — 1998
Master's degree, Chemsitry
Ameriprise Financial Services, Inc. August 2014 - Present
Investment Oversight October 2009 - August 2014
Williams Financial Group April 2009 - October 2009
1st Global May 2003 - April 2009
Marine Corps Recruiting June 1982 - June 1986
Education
MBA -- Univ of Tx at Dallas
MBA, Business, 3.3 gpa
Southern Methodist University - Cox School of Business
Bachelor of Arts (BA), Finance, General, 3.6 cum gpa
Comstock Resources April 2013 - Present
Williams Financial Group October 2012 - March 2013
Guyton Holdings November 2010 - October 2012
Global Hunter Securities May 2010 - November 2010
SMH Capital June 2007 - April 2010
Aperion Group May 2004 - June 2007
Southwest Securities December 2000 - March 2004
J.C. Bradford June 1998 - July 2000
Howard Weil December 1995 - June 1998
McDermott International June 1993 - December 1995
Skills
Asset Management, Equity Research, Investments, Equities, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Trading, Excel, Statistics, Technical Analysis, Energy, Business Valuation, New Business Development, Research, Series 7, Series 63, Series 86, Series 87, Series 24, Hedge Funds, Options, Trading Strategies, Commodities, Proprietary Trading, Equity Trading, Equity Valuation, Investment Strategies, Private Equity, Salesforce.com, Investor Relations, Investment Banking, Risk Management, Commodity, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
M.B.A., Business
Georgia Institute of Technology 1985 — 1989
B.C.E., Civil Engineering
Lake Johanna Fire Department January 2002 - Present
Carlson Asset Management April 1982 - Present
Williams Financial Group 2003 - 2011
Skills
Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Investment Advisory, Strategic Financial..., Portfolio Management, Series 63, Securities
Education
Wharton School, University of Pennsylvania 1994 — 1996
Securities Industry Institute graduate
College for Financial Planning 1986 — 1988
Certified Financial Planner CFP
University of St. Thomas 1976 — 1980
Bachelor of Arts (B.A.), Business Administration Finance/Management
Fulcrum Equity Management November 2011 - Present
Williams Financial Group February 2009 - January 2012
BBVA Compass Wealth Management 2005 - 2009
UBS Financial Services 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Portfolio Management, Investments, Investment Advisory, Series 7, Wealth Management, Investment Management, Equities, Banking, Series 63, Alternative Investments, Mutual Funds, Asset Management, Retirement Planning, Financial Advisory, Securities, Risk Management, Asset Allocation, Strategic Financial..., Finance, FINRA, Series 24, Investment Strategies, Retirement, Uniform Combined State..., Financial Planning
Education
University of Oklahoma - Price College of Business 1986 — 1989
Bachelor's Degree, Finance, General
Williams Financial Group July 2015 - Present
Coba Investment Company October 2013 - Present
Boss Pilates, LLC. September 2013 - Present
University of New Mexico August 2009 - June 2012
Downtown Business Association of Escondido September 2008 - February 2010
Skills
Training, Fundraising, Public Speaking, Management, Time Management, Coaching, Sales, Curriculum Design, Customer Service, Creative Direction, Microsoft Excel, Sports, Databases, Intercultural..., Higher Education, Leadership, Entrepreneurship, Wellness Coaching, Fitness Training, Fitness Consulting, Fitness Industry, Teaching, Social Media Marketing, Editing, Social Media, Resume Writing, Community Outreach, Research, Event Planning, Microsoft Office, Facebook
Education
The University of New Mexico 2009 — 2012
M. A., Communication
California State University San Marcos 2006 — 2008
B.A., Communication
MiraCosta College 2004 — 2008
A.A., Communication
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
Bronx County District Attorney Office September 2015 - Present
Bronx County District Attorney Office September 2014 - May 2015
The Federal, Criminal, and Appellate Clinic August 2013 - May 2014
The Law Office of Thomas Lester November 2012 - May 2014
South Carolina Commission on Indigent Defense - Capital Trial Division May 2013 - July 2013
Fitzpatrick Hagood Smith & Uhl May 2012 - August 2012
Secore & Waller, LLP June 2011 - July 2011
Texas Campaign for the Environment May 2011 - June 2011
CF & Co, LLP June 2010 - August 2010
Williams Financial Group June 2009 - August 2009
Skills
Criminal Law, Legal Writing, Chinese, Legal Research, Corporate Finance, Drummer, Oral Arguments, Appellate Practice, Criminal Defense, Securities Regulation, Research, Litigation, Trial Practice, Drums, Legal Issues
Education
The George Washington University Law School 2012 — 2014
Doctor of Law (J.D.), Criminal Law, B+
American University, Washington College of Law 2011 — 2012
Doctor of Law (JD), Law
The George Washington University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.49
Greenhill School 2003 — 2007
Diploma
ServiceSource August 2014 - Present
Williams Financial Group June 2012 - August 2014
Williams Financial Group May 2011 - August 2011
Krave August 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Social Media, Insurance, Customer Service, Sales, Financial Analysis, Finance
Education
The University of Tennessee at Chattanooga 2008 — 2012
Bachelor of Science (BS), Marketing
Christ Presbyterian Academy 2001 — 2008
High School Diploma, General Education
Oppenheimer February 2011 - December 2013
Williams Financial Group January 2010 - February 2011
Merrill Lynch August 2007 - February 2009
Morgan Stanley December 2003 - August 2007
Southwest Securities January 2000 - December 2003
Education
Dallas County Community College 1994 — 1995
Office Technology
USI Insurance Services September 2014 - Present
Crystal & Company May 2012 - September 2014
Coastal Securities September 2009 - May 2012
Williams Financial Group February 2009 - September 2009
Absolute Realty December 2003 - December 2008
Countrywide Home Loans January 2003 - October 2007
Washington Mutual Bank August 2002 - December 2003
Skills
Investments, Trading, Securities, Banking, Property & Casualty..., Employee Benefits, Marine Insurance, Construction Insurance, Risk Management, Mergers & Acquisitions, Finance, Financial Services, Insurance, Strategy
Education
University of Houston
BBA, Finance
Klein Oak 1988 — 1992
Williams Financial Group February 2014 - Present
Signator Financial Services, Inc. October 2010 - February 2014
Symetra Financial 2010 - December 2011
Symetra Financial 2007 - 2010
Symetra Financial 2006 - 2007
Skills
Mutual Funds, Investment Advisory, Investment Advisory..., Fixed Annuities, Retirement Planning, Retirement Income, Financial Modeling, Financial Markets, Strategic Planning, Wealth Management, Series 7, Series 63, Retirement, Asset Allocation, Strategic Financial..., Financial Services, Investments, Financial Advisory, Portfolio Management, Investment Strategies, Life Insurance, Asset Management, Financial Planning
Education
City University of Seattle 2005 — 2007
MBA
Boise State University 1998 — 2001
B.A.
University of Nebraska-Lincoln 1997 — 1998
Williams Financial Group March 2013 - Present
Allegiance Capital August 2012 - March 2013
Sevin Rosen Funds April 2001 - December 2012
Fidelity Investments 1996 - 2001
Hastings Entertainment 1992 - 1995
Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing
Education
Texas A&M University 1991 — 1995
BA
United Capital Financial Advisers, LLC December 2013 - Present
SagePoint Financial April 2012 - November 2013
Williams Financial Group September 2008 - March 2012
Lincoln Financial Group February 2007 - August 2008
Skills
Retirement Planning, Strategic Financial..., Securities, Management, Recruiting, 401k, Financial Services, Alternative Investments, Mutual Funds, Marketing, Series 7, Financial Advisory, FINRA, Series 63, Wealth Management, Investment Advisory, Uniform Combined State..., Investments, Series 24
Education
University of North Texas 1989 — 1991
BBA, Finance
Williams Financial Group September 2013 - January 2015
Williams Financial Group April 2011 - September 2013
various temporary assignments September 2009 - April 2011
Leggette Actuaries, Inc. June 2004 - August 2009
Cern International Corporation October 1997 - December 2003
Integral Corporation October 1991 - October 1997
Leggette & Company, Inc. June 1981 - October 1991
Blue Cross and Blue Shield of Texas May 1975 - June 1979
Skills
Outlook, Training, Human Resources, Management, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Interviews, Travel Arrangements, Marketing, Leadership, Customer Relations, Organization Skills
Education
Dallas County Community College
Certified Professional Secretary (CPS), Executive Assistant/Executive Secretary, A
Williams Financial Group February 2015 - Present
Fidelity Investments September 2013 - February 2015
Insurance Services Agency June 2009 - August 2012
Skills
Series 7, Series 66, Investments, Securities, Equities, Finance, Mutual Funds
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Philippe June 2014 - Present
Williams Financial Group November 2010 - June 2013
Sanders Morris Harris ( Now Edelman Financial ) February 2006 - March 2008
Phoenix Realty Group February 2005 - February 2006
Gottenberg Associates January 2003 - June 2005
EisnerAmper LLP January 2001 - February 2003
Jupiter Communications 1997 - 2001
Simon and Schuster 1995 - 1997
Skills
Strategy, Corporate Communications, Marketing, Public Relations, Business Development, Marketing Communications, Project Management, Event Management, Advertising, Private Equity, Strategic Partnerships, Business Strategy, Lead Generation, Social Media, Organizational..., User Interfaces, Market Research, Venture Capital, User Interface, SEO, Strategic Communications, Cross Funcational Teams, Branding, Organizational..., Communications
Education
New York University 1993 — 1995
Masters, Communications, Interactive Telecommunications Program (ITP)
Boston University 1989 — 1991
BS, Communications
Tulane University 1986 — 1989
Communications
Williams Financial Group January 2008 - Present
Williams Financial Group January 2008 - Present
Skills
Training & Development, Technical Writing, Web Design, Finance, Insurance, Financial Services, Management, Customer Service, Microsoft Office
Education
Southern Methodist University 2011 — 2012
Certification, Website Design
Texas Tech University 2006 — 2008
Financial Planning and Services
Angelo State University 2001 — 2006
Bachelor's Degree, Psychology
Williams Financial Group August 2014 - Present
VALIC September 1992 - August 2014
Skills
Wealth Management, Strategic Financial..., Retirement Planning
Education
Edinboro University of Pennsylvania 1965 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Park IP Translations - a Welocalize company September 2015 - Present
Transparent International June 2014 - February 2015
Spectrum Settlement Recovery 2011 - 2014
Capify (formerly) AmeriMerchant West 2010 - 2011
Williams Financial Group 2006 - 2010
Education
Guilford College
Homeland HealthCare, Inc. January 2015 - Present
Homeland HealthCare August 2012 - January 2015
Benefit Consultants LLC July 2011 - August 2012
Williams Financial Group August 2005 - July 2011
Rusty Wallis Honda August 2004 - August 2005
Moore Services A/C and Heating August 2003 - June 2004
Skills
Problem Solving, Outlook, Peachtree, Communication, Organization, Image Processing, Retirement Benefits, Trading Systems, Financial Transactions, Invoicing, Financial Modeling, Finance, Customer Service, Insurance, Management, Financial Services, Microsoft Office, Microsoft Excel, Payroll, Financial Analysis, Accounting
Education
Allied Business School 2015 — 2016
Real estate sales license, Real Estate salesperson
Mesquite High School
Williams Financial Group March 2015 - Present
Orion Advisor Services February 2012 - February 2015
TD Ameritrade February 2008 - December 2011
TD Ameritrade January 2007 - February 2008
Skills
Finance, Management, Investments, Portfolio Management, Financial Services, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Grace University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Emerson Equity October 2013 - Present
Williams Financial Group 2002 - October 2013
WFG Equity Partners, inc 2002 - October 2013
InterFirst Capital, Inc April 1999 - February 2002
Dain Rauscher 1994 - 1999
Merrill Lynch 1987 - 1994
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Word, Microsoft Excel, Risk Management, Financial Analysis, Investments, Securities, Strategic Financial..., Retirement Planning, Alternative Investments, Private Equity, Management, Investment Advisory, Series 7
Education
University of Oklahoma 1975 — 1979
Bachelor of Science (BS), Accounting
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Plaza District July 2015 - Present
OU Board of Regents for Higher Education January 2014 - Present
Williams Financial Group June 2014 - July 2014
City of Norman August 2013 - December 2013
University of Oklahoma May 2013 - August 2013
Cleveland Chamber of Commerce May 2012 - August 2012
Skills
Event Planning, Graphic Design, Press Releases, Adobe Creative Suite, Stage Design, Facebook, Community Development, Social Networking, Research, Community Outreach, Teamwork
Education
University of Oklahoma 2011 — 2015
Public Affairs and Administration, Senior
The Corcoran Group January 2015 - Present
Ascendiant Capital Group June 2014 - September 2014
Williams Financial Group May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg Terminal, Thompson One, Gretl, Stata, Photoshop, Microsoft Office, Customer Service, Investments, Sales, Investment Properties, Real Estate Transactions, Real Estate, Marketing, Residential Homes, Real Estate Development, Condos, Sellers, Relocation, Property Management, Negotiation, Commercial Real Estate, Rentals, Leases, Luxury, Investors, Brokerage, First Time Home Buyers, Buyer Representation, Listings, Finance, Real Estate Economics, Short Sales, Social Media, Buyers, Valuation, Referrals, Equity Research
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Economics with Financial Applications
Jesuit High School - Tampa 2006 — 2010
High School
Orgeron Investment Management April 2004 - Present
Orgeron Residential Properties, LLC January 1996 - Present
Williams Financial Group 2005 - 2015
AG Edwards & Sons February 1996 - April 2004
Skills
Investments, Asset Managment, Investment Advisory, Asset Management, Asset Allocation, Pensions, Alternative Investments, 401k, Portfolio Management, Financial Advisory, Mutual Funds, Equities, Wealth Management, Private Equity, Emerging Markets, Securities, Management, Real Estate Development, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Financial Planning, Customer Service
Education
McNeese State University 1989 — 1991
Mechanical Engineering
Kilgore College 1987 — 1989
AAS, Corrosion Engineering Technology
Ameritas Investment Corp. June 2013 - Present
COO Incite 2012 - Present
BlackRock, Inc. 2011 - 2012
Williams Financial Group 2008 - 2010
AIG Retirement 2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.) 2002 - 2003
Charles Schwab and Company, INC. 1989 - 2001
Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling
Education
The University of Texas at San Antonio 2001 — 2003
Executive MBA, Leadership and Executive Management
J. Frank Dobie
United Capital Financial Advisers, LLC June 2014 - Present
ERBP Inc. 2004 - Present
Securities America, Inc. Member FINRA/SIPC September 2013 - June 2014
Williams Financial Group April 2009 - September 2013
WaMu Investments now JP Morgan Chase 2007 - 2008
Security Financial Services 2004 - 2007
Farmers Financial Solutions 2002 - 2004
JPMorgan Chase 1999 - 2002
Skills
Investments, Financial Advisory, Series 7, Leadership, Investment Advisory, Financial Services, Recruiting, Salesforce.com, 401k, Series 63, Strategic Financial..., Securities, Selling, Retirement Planning, Finance, Wealth Management, Alternative Investments, Equities, Entrepreneurship, Mutual Funds, Asset Management, Consultative Selling, Broker Recruitment, CRM, Investment Management, Texas, Oklahoma, Louisiana, Arkansa, Broker Dealer, RIA-friendly, TD Ameritrade, Schwab, National Financial, Pershing, IWS, PAS, Dallas, Houston, Fort Worth, Austin, San Antonio, El Paso, Lubbock, Oklahoma City, Little Rock, New Orleans, Broker Search, Acquisition
Education
Texas A&M University 1993 — 1999
BBA, Finance
Dave Ramsey - Lampo Group July 2012 - Present
Renaissance Nashville Hotel August 2011 - July 2012
Williams Financial Group 2002 - 2005
Education
Troy University
Bachelor of Arts, Business Administration
Tenaska Power Services April 2013 - Present
Williams Financial Group June 2012 - April 2013
Skills
Series 7, Portfolio Management, Equities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., Securities, Trading, Asset Management, Commodity Markets, Finance, Financial Analysis
Education
Texas A&M University 2006 — 2010
Finance, Trading, Risk, and Investments
Williams Financial Group March 2014 - Present
Capital Analytics September 2013 - March 2014
Moore Capital Management August 2009 - June 2013
E&Y August 2006 - August 2009
Skills
SEC filings, Financial Analysis, Internal Controls, GAAP, Financial Reporting, Private Equity, Valuation, CPA, Due Diligence, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Science, Accountancy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Economics
Carteret High School 1998 — 2002
Williams Financial Group July 2014 - Present
Wilson Elser September 1990 - July 2014
Skills
Litigation, Class Actions, ERISA, Securities, Commercial Litigation, Arbitration, Professional Liability, Mediation, Trial Practice, Securities Regulation
Education
Quinnipiac University School of Law
JD, Law
Sacred Heart University
BA/BS, English, Mathematics
New York University
English, Mathematics
Software Advice: A Gartner Company September 2013 - Present
Green Chat LLC January 2012 - August 2014
Dropshades November 2012 - April 2014
Williams Financial Group February 2013 - May 2013
Skills
SaaS, SEO, Entrepreneurship, Lead Generation, Business Development, CRM, Salesforce.com, Start-ups, Google Analytics, Google Adwords, SEM, Online Marketing, Web Analytics, WordPress, PPC, Academic Achievement, Team Leadership, Microsoft Office
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies and Finance
Chandler Compadres April 2013 - Present
Chandler Chamber of Commerce January 2013 - Present
FORM Prosperity Wealth Advisors, LLC October 2011 - Present
Williams Financial Group October 2011 - Present
Kiwanis Chandler Young Professionals October 2010 - Present
Prestige Brokers September 2008 - Present
Only Dirt Investments and Developments LLC May 2005 - Present
Wells Fargo Advisors, LLC (Formerly Wachovia Securities) October 2008 - October 2011
Palm Harbor Homes 2000 - 2005
First National Bank Alaska 1994 - 2000
Skills
Retirement Planning, Investments, Financial Advisory, Finance, Insurance, Leadership, Wealth, Real Estate, Risk Management, Securities, Sales, Management, Strategic Financial..., Life Insurance, Mortgage Lending, Retirement, Entrepreneurship, Strategic Planning, Small Business, Investment Advisory, Wealth Management, Alternative Investments, Wealth Management..., Training, Fixed Annuities, 401k, Estate Planning, Financial Services, Series 7, Portfolio Management, Mutual Funds, Asset Management, Long-term Care, Analysis, Employee Benefits, Asset Allocation, IRAs, Health Insurance, Investment Strategies, Long Term Care Insurance, Financial Analysis, Financial Planning, Financial Modeling, Asset Managment, Equities, Disability Insurance, Term Life Insurance, Retirement Plans, Stocks, Bonds
Education
University of Alaska Anchorage 1995 — 2000
Bachelors of Business Administration, Finance
Homer High School 1990 — 1994
1st Global March 2014 - Present
Williams Financial Group April 2013 - February 2014
Blue River Partners, LLC February 2012 - March 2013
1st Global May 2008 - February 2012
1st Global 2003 - 2008
Hulse Stucki, LLC 2001 - 2003
Principal Financial Securities 1994 - 1998
Skills
FINRA, Securities, Financial Advisory, Series 24, Investment Advisory, Securities Regulation, Mutual Funds, Hedge Funds
Education
Texas Wesleyan University School of Law 1998 — 2000
NFP Advisor Services June 2015 - Present
NFP Advisor Services July 2012 - Present
Sanders Morris Harris 2010 - 2012
Moody National Companies 2009 - 2010
National Financial Partners 2007 - 2009
Nationwide Financial 2004 - 2007
Williams Financial Group 2002 - 2004
HD Vest Financial Services 1999 - 2002
Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering
Education
Texas Tech University 1993 — 1997
POLS
Williams Financial Group October 2010 - Present
Presbyterian Village North October 2008 - May 2010
Trinity Hospice April 2006 - August 2008
M/A/R/C Research June 2000 - February 2006
The M/A/R/C Group June 1989 - May 2000
Skills
Performance Management, Employee Relations, Recruiting, New Hire Orientations, Applicant Tracking..., ADP Payroll, Human Resources, Talent Acquisition, Employee Benefits, Benefits Administration, Leadership Development, Payroll, Microsoft Word, Deferred Compensation, PeopleSoft, Compensation & Benefit, Personnel Management, Budgets, Interviews, FMLA, Microsoft Excel, Job Analysis, Workers Compensation, Employee Handbooks, Change Management, College Recruiting, Leadership, Succession Planning, Policy, Job Descriptions, Start-ups, Healthcare, Software Documentation, HRIS, System Administration, Training, Talent Management, PowerPoint, HR Policies, Employee Engagement, Mergers & Acquisitions, Nonprofits, Management, Onboarding, Internet Recruiting, Hiring, Taleo, 401k, Executive Pay, Employer Branding
Education
Metropolitan State University of Denver
BS, Accounting
The University of Dallas
Texhoma Land Consultants, LLC March 2013 - Present
Williams Financial Group June 2010 - March 2013
Jones Square June 2009 - August 2009
Texhoma Land Consultants, LLC May 2008 - August 2008
Skills
Investments, Finance, Securities, Financial Analysis, Asset Management, Microsoft Excel, Mutual Funds, Curative, Financial Modeling, Investment Advisory, Due Diligence, Equities
Education
Oklahoma State University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Robert Half International May 2004 - Present
Health Care Access Maryland December 2010 - March 2012
The Salvation Army November 2008 - November 2009
Williams Financial Group October 2007 - May 2008
Center for Urban Families December 2005 - May 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Bank Reconciliation, Payroll, Bookkeeping, Tax Returns, Internal Controls, General Ledger, Invoicing, Software Documentation, PeopleSoft, Journal Entries, Accruals, Finance, Peachtree, GAAP, Fixed Assets
Education
Morgan State University 1988 — 1993
BS, Accounting
Williams Financial Group January 2013 - Present
Competitive Benifits January 2011 - Present
Allstate June 2006 - December 2010
VALIC August 1994 - May 2006
Skills
Retirement, Retirement Planning, Fixed Annuities, Financial Services, Financial Advisory, IRAs, Employee Benefits, Insurance, Term Life Insurance, Series 63, Disability Insurance, Long-term Care, Annuities, Long Term Care, IRA's, Annuity, Series 24, Series 7, Series 65, 401k, Mutual Funds
Education
University of Texas Pan American 1980 — 1985
BBA Business, Small Business Administration/Management
The University of Texas-Pan American 1980 — 1984
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Tenet Healthcare April 2015 - Present
UNSi December 2013 - December 2014
Williams Financial Group August 2009 - December 2013
eCOST.com August 2006 - June 2009
Chartwell Diversified Services, Inc. 2005 - 2006
Washington Mutual 2004 - 2005
Valor Telecom February 2002 - April 2004
Skills
Variance Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Financial Analysis, Account Reconciliation, Accounts Payable, CPA, Accruals
Education
Sam Houston State University
Bachelor's Degree, Accounting
Merrill Lynch June 2015 - Present
Williams Financial Group 2014 - June 2015
Williams Financial Group March 2010 - January 2014
1st Global January 2008 - March 2010
Northwestern Mutual 2005 - 2005
Skills
Series 7, Series 66, Series 24, Securities, Options, Equities, ETFs, Margin Analysis, Mutual Funds, Insurance, Customer Relations, Risk Management, Investments, Retirement Planning, Trading, Finance, Investment Advisory, FINRA, Alternative Investments, Financial Advisory, Uniform Combined State...
Education
Kansas State University 2003 — 2007
Finance, Economics
A. H. Belo October 2009 - Present
Williams Financial Group September 2004 - October 2008
Yahoo! August 1997 - April 2002
Skills
Project Management, Vendor Management, Disaster Recovery, Microsoft Office, Active Directory, Troubleshooting, Windows, System Administration, Microsoft Excel, Networking, Web Analytics, Business Development, Network Engineering, Marketing, Customer Service, Data Center, Training, Windows 7, Microsoft Exchange, DNS, Servers, SharePoint, Security, Management, Integration
Education
University of North Texas 1989 — 1994
Business Administration and Management, General
Pampa High School
Emerson Equity December 2013 - Present
MBD Solutions December 2013 - Present
BARBRI Inc. October 2012 - Present
Williams Financial Group May 2013 - December 2013
Preferred Apartment Communities (APTS) January 2013 - April 2013
MacKenzie Capital Management, LP September 2009 - May 2012
CM Securities March 2009 - June 2009
Resource Real Estate June 2008 - December 2008
Behringer Harvard June 2004 - May 2008
Skills
Alternative Investments, Securities, Asset Management, Series 7, Investments, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Retirement Planning, Financial Modeling, Financial Analysis, Due Diligence, Equities, Retirement, ETFs, Insurance, Real Estate, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Securities Regulation, FINRA, Estate Planning, Start-ups, Private Equity
Education
Texas A&M University School of Law 2012 — 2016
J.D. Candidate 2016, Law
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance, Economics
Park Cities Trader October 2013 - Present
Williams Financial Group September 2013 - Present
Jhilburn Men's Custom Clothier February 2013 - Present
Cowboy Cool June 2011 - July 2012
Amegy Bank of Texas May 2007 - March 2010
Dain Rauscher May 2006 - May 2007
Pfizer Pharmaceuticals March 2001 - October 2003
Pfizer Pharmaceuticals January 1998 - February 2001
Skills
Sales Operations, Sales, Healthcare, Loans, Training
Education
University of Mississippi 1988 — 1992
Public Relations/English
TMX Finance April 2014 - Present
Time Warner Cable July 2010 - January 2014
Time Warner Cable September 2009 - August 2010
Williams Financial Group May 2009 - September 2009
Wachovia Bank February 2009 - September 2009
Pettit & Barraza April 2008 - January 2009
"Care" Crisis Center February 2004 - July 2006
Kazakh State University of International September 2000 - February 2004
Commercial Bank of Turkmenistan June 1997 - August 2000
Skills
Account Reconciliation, General Ledger, PeopleSoft, Fixed Assets, Accounts Receivable, Accounts Payable, Financial Analysis, Microsoft Excel, Accruals, Outlook, Financial Statements, Peachtree, Bank Reconciliation, Microsoft Word, Balance, Teamwork, Variance Analysis, Accounting, Microsoft Office, Tax, Access, QuickBooks, Finance, Payroll, Journal Entries, Budgets, Invoicing, Spreadsheets, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Accounting, Analysis, Sarbanes-Oxley, Pivot Tables, Billing Systems, Data Analysis, Depreciation, Business Analysis, PowerPoint, Internal Controls, Data Entry, Payments
Education
Turkmen State University
MS, Economics
Turkmen State University
BA, International Economics
Mountain View College 2012 — 2013
CPA Program
Williams Financial Group September 2015 - Present
Williams Financial Group May 2013 - September 2015
Blue River Partners, LLC January 2013 - May 2013
1st Global July 2011 - December 2012
1st Global October 2008 - July 2011
1st Global October 2006 - October 2008
1st Global January 2005 - October 2008
1st Global January 2004 - January 2005
1st Global September 2003 - January 2004
1st Global May 2003 - September 2003
Skills
Series 7, FINRA, Due Diligence, Financial Services, Research, Series 24, Securities Regulation, Surveillance, FINRA advertising review, Compliance, Team Leadership, Teamwork, Supervision, Internal Audit, Regulatory Filings, Regulatory Risk, Legal Compliance, Series 66
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
SMU 2012 — 2013
SMU Paralegal Studies Certificate, Paralegal Studies
The Fig Group LLC July 2004 - Present
Williams Financial Group 2001 - 2004
JP Morgan Chase 1998 - 2001
Skills
Securities, Investments, Financial Services, Equities, Financial Analysis, Trading, Fixed Income, Strategic Planning, Investment Advisory, Investment Banking, Asset Management, Hedge Funds, Operations Management, Options, commerical banking, Alternative Investments, Capital Markets, FINRA, Compliance, Series 7, Series 63, Series 65, Series 24, series 4, Portfolio Management, Back Office, Investment Strategies, Wealth Management
Education
The University of Dallas 1995 — 1998
MBA, International Business
Southern Methodist University 1991 — 1995
BA, Music, Minor Art History and French
Boston University 1990 — 1991
Williams Financial Group March 2013 - Present
Morgan Stanley Smith Barney August 2011 - Present
Deutsche Bank 1999 - 2011
Skills
Series 63, Series 7, Series 66, Asset Management, Microsoft Excel, Customer Service, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 1981 — 1985
BBA, Business Administration
Bryan Adams High School 1978 — 1981
Commercial Capital Partners December 2012 - Present
Williams Financial Group January 2011 - Present
South First Mortgage March 2010 - January 2011
Skills
Investments, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Loans
Education
University of Alabama at Birmingham 1987 — 1992
Bachelors of Science, Finance, Investments and Institutions Specialization
IMS Securities April 2014 - Present
Williams Financial Group April 2009 - April 2014
UBS October 2005 - April 2009
Smith Barney June 2002 - October 2005
RBC September 1996 - June 2002
Merrill Lynch September 1990 - September 1996
Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions
Education
Texas Tech University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
Williams Financial Group January 2012 - Present
Global Hunter Securities 2010 - 2011
Morgan Keegan 2005 - 2010
ExxonMobil 2001 - 2003
Skills
Financial Modeling, Series 7, Valuation, Investment Banking, Equity Research, Capital Markets, Analysis, Equities
Education
Tulane University 2003 — 2005
MBA, Finance
Oklahoma State University 1996 — 2001
BS, Chemical Engineering
Self-employed 2011 - Present
Williams Financial Group January 2008 - Present
Education
Southern Methodist University 2011 — 2012
Certification in Website Design, Website Design
Texas Tech University 2006 — 2008
Financial Planning
Angelo State University 2001 — 2006
Bachelor of Science (B.S.), Psychology
Williams Financial Group September 2014 - Present
Faulkner Design Group August 2014 - August 2014
Edfinancial Services May 2013 - December 2013
Skills
Finance, Leadership, Data Analysis, Corporate Finance, Customer Service, Financial Analysis, Microsoft Excel, Economics, Entrepreneurship, Accounting, Capital Budgeting, Portfolio Management, Project Management, Asia, Public Speaking, Series 7, Pershing, National Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 2012 — 2014
Bachelor of Science (BS), Accounting and Finance
Christ Presbyterian Academy 2006 — 2009