BBVA Wealth Solutions
Industry: Company
DescriptionFounded: 1996 Parent organizations: BBVA Compass, Compass Bank
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BBVA Wealth Solutions Employees
Employee
Years
Job
Industry
Fredy Bonilla Fredy Bonilla's BBVA Wealth Solutions Experience June 2008 - October 2010
Job Assistant Choir Director at Alief ISD
Industry Music
Experience
Alief ISD August 2013 - Present
Chorus Angelorum September 2012 - Present
St. John Vianney Catholic Church August 2010 - Present
University of Houston September 2010 - August 2012
BBVA Wealth Solutions June 2008 - October 2010
Skills
Choral, Singing, Classical, Opera, Performing Arts, Church Music, Baritone, Musical Theatre, Vocalist, Vocal, Spanish-speaking, Music Education
Education
University of Houston 2008 — 2013
Bachelor of Music, Choral Music Education
Alief ISD August 2013 - Present
Chorus Angelorum September 2012 - Present
St. John Vianney Catholic Church August 2010 - Present
University of Houston September 2010 - August 2012
BBVA Wealth Solutions June 2008 - October 2010
Skills
Choral, Singing, Classical, Opera, Performing Arts, Church Music, Baritone, Musical Theatre, Vocalist, Vocal, Spanish-speaking, Music Education
Education
University of Houston 2008 — 2013
Bachelor of Music, Choral Music Education
Carey Kesner, CFP® Carey Kesner, CFP®'s BBVA Wealth Solutions Experience February 2007 - November 2011
Job Director of Financial Planning at Mosaic Advisors, LLC
Industry Financial Services
Experience
Mosaic Advisors, LLC February 2012 - Present
BBVA Wealth Solutions February 2007 - November 2011
Stavis Margolis Advisory Services May 2005 - February 2007
Stavis Margolis Advisory Services May 2004 - May 2005
Skills
Wealth Management, Estate Planning, Asset Management, Risk Management, Financial Planning, Asset Protection, Asset Allocation, Wealth Transfer
Education
Rice University 2005 — 2006
CFP, Certified Financial Planner Certification Education Program
Houston Baptist University - College of Business and Economics 2001 — 2005
Bachelor of Business Administration in Finance, Finance
Mosaic Advisors, LLC February 2012 - Present
BBVA Wealth Solutions February 2007 - November 2011
Stavis Margolis Advisory Services May 2005 - February 2007
Stavis Margolis Advisory Services May 2004 - May 2005
Skills
Wealth Management, Estate Planning, Asset Management, Risk Management, Financial Planning, Asset Protection, Asset Allocation, Wealth Transfer
Education
Rice University 2005 — 2006
CFP, Certified Financial Planner Certification Education Program
Houston Baptist University - College of Business and Economics 2001 — 2005
Bachelor of Business Administration in Finance, Finance
Virginia Morris's BBVA Wealth Solutions Experience August 2010 - January 2011
Job Vice President & Private Advisor
Industry Banking
Experience
BB&T March 2011 - Present
BBVA Wealth Solutions August 2010 - January 2011
BBVA Compass Investment Solutions June 2003 - August 2010
BBVA Compass Investment Solutions February 2001 - May 2003
BBVA Compass November 1998 - January 2001
BBVA Compass October 1997 - October 1998
Skills
Wealth Management, Loans, Banking, Portfolio Management, Credit, Consumer Lending, Investments, Series 7, Mortgage Lending, Retirement Planning, Series 63, Financial Analysis, Strategic Financial..., Retail Banking, Mutual Funds, Investment Management, Risk Management, Securities, Financial Services, Fixed Income
Education
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Jacksonville State University 1993 — 1997
Bachelor's of Science, Finance
States of Alabama Life & Health
BB&T March 2011 - Present
BBVA Wealth Solutions August 2010 - January 2011
BBVA Compass Investment Solutions June 2003 - August 2010
BBVA Compass Investment Solutions February 2001 - May 2003
BBVA Compass November 1998 - January 2001
BBVA Compass October 1997 - October 1998
Skills
Wealth Management, Loans, Banking, Portfolio Management, Credit, Consumer Lending, Investments, Series 7, Mortgage Lending, Retirement Planning, Series 63, Financial Analysis, Strategic Financial..., Retail Banking, Mutual Funds, Investment Management, Risk Management, Securities, Financial Services, Fixed Income
Education
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Jacksonville State University 1993 — 1997
Bachelor's of Science, Finance
States of Alabama Life & Health
Christie (Currens) Turner, MBA Christie (Currens) Turner, MBA's BBVA Wealth Solutions Experience May 2009 - July 2009
Job Client Account Support Associate at Cigna
Industry Financial Services
Experience
Cigna May 2015 - Present
PartnersInWealth, Inc. September 2012 - August 2014
Lowell Wealth Management March 2010 - July 2010
BBVA Wealth Solutions May 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Goal Oriented, Team Management, Marketing Communications, Process Improvement, Supply Chain..., Ability to lead and..., Ability to learn and..., Excellent technical..., Worldox, Junxure, Simul8, Naviplan, Investment Management, Analytical Skills, Multi-task & Handle..., Client Services, Personal Financial...
Education
University of St. Thomas 2010 — 2012
MBA, Finance, 3.67
Texas Tech University 2005 — 2009
B.S, Personal Financial Planning
Cigna May 2015 - Present
PartnersInWealth, Inc. September 2012 - August 2014
Lowell Wealth Management March 2010 - July 2010
BBVA Wealth Solutions May 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Goal Oriented, Team Management, Marketing Communications, Process Improvement, Supply Chain..., Ability to lead and..., Ability to learn and..., Excellent technical..., Worldox, Junxure, Simul8, Naviplan, Investment Management, Analytical Skills, Multi-task & Handle..., Client Services, Personal Financial...
Education
University of St. Thomas 2010 — 2012
MBA, Finance, 3.67
Texas Tech University 2005 — 2009
B.S, Personal Financial Planning
Trey Brady Trey Brady's BBVA Wealth Solutions Experience December 2000 - February 2010
Job Principal at MBR Financial
Industry Financial Services
Experience
MBR Financial September 2011 - Present
Margolis Brady Financial, Inc. February 2010 - September 2011
BBVA Wealth Solutions December 2000 - February 2010
CIGNA Financial Advisors\ Sagemark Consulting November 1990 - December 2000
Ernst & Young June 1989 - October 1990
Skills
Finance, Securities, Financial Analysis, Financial Modeling, Valuation, FINRA, Risk Management, Corporate Finance, Management, Portfolio Management, Wealth Management, Due Diligence, Asset Management, Commercial Banking, Private Equity, Loans, Asset Allocation, Capital Markets, Asset Managment, Series 7, Investments, Insurance, Start-up Ventures
Education
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA, Accounting\Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
MBR Financial September 2011 - Present
Margolis Brady Financial, Inc. February 2010 - September 2011
BBVA Wealth Solutions December 2000 - February 2010
CIGNA Financial Advisors\ Sagemark Consulting November 1990 - December 2000
Ernst & Young June 1989 - October 1990
Skills
Finance, Securities, Financial Analysis, Financial Modeling, Valuation, FINRA, Risk Management, Corporate Finance, Management, Portfolio Management, Wealth Management, Due Diligence, Asset Management, Commercial Banking, Private Equity, Loans, Asset Allocation, Capital Markets, Asset Managment, Series 7, Investments, Insurance, Start-up Ventures
Education
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA, Accounting\Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
Barbara Stewart, PCC, CFP®'s BBVA Wealth Solutions Experience January 2006 - April 2010
Job GallupCertified Strengths Coach, Trainer & Speaker
Industry Professional Training & Coaching
Experience
Accelus Partners April 2010 - Present
BBVA Wealth Solutions January 2006 - April 2010
Prosperity Advisors, LLC 2004 - 2006
Texan Capital Group May 2001 - December 2003
Redstone Consulting January 1999 - May 2001
RCP & Partners (Hong Kong) LimitedHo 1998 - 1998
Stewart Capital Group 1996 - 1997
Arthur Andersen 1995 - 1996
ALC Education, Inc. Global Leadership and Talent Development (GLTD) 1994 - 1996
Continental Capital Financial Group 1993 - 1994
Skills
Coaching, Business Coaching, Public Speaking, Executive Coaching, Entrepreneurship, Networking, Services Marketing, Communication Skills, Strategic Planning, Personal Development, Leadership, Leadership Development, Career Counseling, Small Business, Management Consulting, Business Planning, Business Development, Organizational..., Strategy, Due Diligence, Financial Services, Investment Advisory, Financial Advisory, Marketing, Investment Management, Financial Planners, Financial Planning
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Management
Accelus Partners April 2010 - Present
BBVA Wealth Solutions January 2006 - April 2010
Prosperity Advisors, LLC 2004 - 2006
Texan Capital Group May 2001 - December 2003
Redstone Consulting January 1999 - May 2001
RCP & Partners (Hong Kong) LimitedHo 1998 - 1998
Stewart Capital Group 1996 - 1997
Arthur Andersen 1995 - 1996
ALC Education, Inc. Global Leadership and Talent Development (GLTD) 1994 - 1996
Continental Capital Financial Group 1993 - 1994
Skills
Coaching, Business Coaching, Public Speaking, Executive Coaching, Entrepreneurship, Networking, Services Marketing, Communication Skills, Strategic Planning, Personal Development, Leadership, Leadership Development, Career Counseling, Small Business, Management Consulting, Business Planning, Business Development, Organizational..., Strategy, Due Diligence, Financial Services, Investment Advisory, Financial Advisory, Marketing, Investment Management, Financial Planners, Financial Planning
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Management
Jay Goldberg's BBVA Wealth Solutions Experience October 2004 - November 2011
Job Managing Director at Mosaic Advisors, LLC
Industry Financial Services
Experience
Mosaic Advisors, LLC January 2012 - Present
BBVA Wealth Solutions October 2004 - November 2011
Amegy Bank June 2002 - October 2004
Education
Rice University 2006 — 2007
CFP, Certified Financial Planner Certification Education Program
Sarah Lawrence College 1977 — 1981
BA, Economics
Mosaic Advisors, LLC January 2012 - Present
BBVA Wealth Solutions October 2004 - November 2011
Amegy Bank June 2002 - October 2004
Education
Rice University 2006 — 2007
CFP, Certified Financial Planner Certification Education Program
Sarah Lawrence College 1977 — 1981
BA, Economics
Paul Vitale's BBVA Wealth Solutions Experience January 2005 - April 2013
Job Financial Planner at Linscomb & Williams
Industry Financial Services
Experience
Linscomb & Williams November 2013 - Present
BBVA Wealth Solutions January 2005 - April 2013
E*TRADE Financial June 1999 - May 2003
Valero Energy Corporation June 1974 - March 1997
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Insurance, Finance, Management, Personal Financial..., Investments, Series 7, Financial Analysis, Retirement Planning, Asset Management, Mutual Funds
Education
West Texas A&M University 1982 — 1986
MBA
University of Delaware 1970 — 1974
BS ChE, Chemical Engineering
Linscomb & Williams November 2013 - Present
BBVA Wealth Solutions January 2005 - April 2013
E*TRADE Financial June 1999 - May 2003
Valero Energy Corporation June 1974 - March 1997
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Insurance, Finance, Management, Personal Financial..., Investments, Series 7, Financial Analysis, Retirement Planning, Asset Management, Mutual Funds
Education
West Texas A&M University 1982 — 1986
MBA
University of Delaware 1970 — 1974
BS ChE, Chemical Engineering
Pleshetta Loftin, MBA's BBVA Wealth Solutions Experience September 2009 - December 2011
Job Board Secretary at Compass EMP Funds Board of Trustees
Industry Financial Services
Experience
Crown Prospective Financial Consultants January 2015 - Present
Compass EMP December 2011 - August 2015
Compass EMP Funds Board of Trustees November 2012 - April 2015
BBVA Wealth Solutions September 2009 - December 2011
HFBC - Finance Board July 2008 - July 2010
Houston's First Baptist Church 1989 - 2010
Stavis, Margolis Advisory Services, Inc. March 2002 - September 2007
Stavis Margolis Advisory Services 1999 - March 2002
Houston Credit Coalition January 1988 - February 1999
VALIC February 1992 - October 1995
Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development
Education
University of Phoenix 2001 — 2003
MBA, Global Management, 3.87/4.0
Berlin American High School 1980 — 1983
High School Diploma, Computer Science
Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0
Roosevelt High School
High School Diploma
Crown Prospective Financial Consultants January 2015 - Present
Compass EMP December 2011 - August 2015
Compass EMP Funds Board of Trustees November 2012 - April 2015
BBVA Wealth Solutions September 2009 - December 2011
HFBC - Finance Board July 2008 - July 2010
Houston's First Baptist Church 1989 - 2010
Stavis, Margolis Advisory Services, Inc. March 2002 - September 2007
Stavis Margolis Advisory Services 1999 - March 2002
Houston Credit Coalition January 1988 - February 1999
VALIC February 1992 - October 1995
Skills
Investments, Retirement Planning, Series 7, Securities, Financial Planners, Mutual Funds, FINRA, Wealth Management, Asset Management, Portfolio Management, Risk Management, Series 63, Alternative Investments, Wealth Management..., Equities, Series 24, Asset Allocation, Investment Management, Strategic Financial..., Financial Services, AML, Fixed Annuities, Operations Management, Program Development, Asset Managment, Estate Planning, Retirement, 401k, Wealth, Investment Strategies, Options, Fixed Income, High Net Worth..., Mergers & Acquisitions, Uniform Combined State..., ETFs, Investment Advisory, Hedge Funds, Series 65, Financial Advisory, Financial Planning, Compliance, Strategic Planning, Business Strategy, New Business Development
Education
University of Phoenix 2001 — 2003
MBA, Global Management, 3.87/4.0
Berlin American High School 1980 — 1983
High School Diploma, Computer Science
Houston Baptist University - College of Business and Economics
BBA, Finance and Management, 3.67/4.0
Roosevelt High School
High School Diploma
Chi An's BBVA Wealth Solutions Experience March 2013 - Present
Job Senior Investment Analyst at BBVA Wealth Solutions
Industry Investment Management
Experience
BBVA Wealth Solutions March 2013 - Present
Invesco Aim March 2011 - March 2013
Asia Go, Inc. December 2007 - October 2010
CTC Consulting, Inc. April 2000 - December 2007
Education
University of Rochester 1993 — 1998
BA, Economics, Political Science
BBVA Wealth Solutions March 2013 - Present
Invesco Aim March 2011 - March 2013
Asia Go, Inc. December 2007 - October 2010
CTC Consulting, Inc. April 2000 - December 2007
Education
University of Rochester 1993 — 1998
BA, Economics, Political Science
Pamela Hopf's BBVA Wealth Solutions Experience June 2009 - September 2011
Job Client Service Manager at Petra Benefits Financial Services, LP
Industry Financial Services
Experience
Petra Benefits Financial Services, LP September 2011 - Present
BBVA Wealth Solutions June 2009 - September 2011
Skills
Series 7, Series 63, General Insurance, Retirement Planning, Investments, Wealth Management, Insurance, Portfolio Management, Strategic Financial..., Asset Managment, Banking, Cross Selling, Small Business Lending, Credit, Loans, Estate Planning, Private Banking, Commercial Lending, Credit Analysis, Retirement, Mutual Funds, Financial Services, Fixed Annuities
Education
SHSU
BAT, Education
University of Houston-Victoria
Master of Education (MEd), Counseling Psychology
Petra Benefits Financial Services, LP September 2011 - Present
BBVA Wealth Solutions June 2009 - September 2011
Skills
Series 7, Series 63, General Insurance, Retirement Planning, Investments, Wealth Management, Insurance, Portfolio Management, Strategic Financial..., Asset Managment, Banking, Cross Selling, Small Business Lending, Credit, Loans, Estate Planning, Private Banking, Commercial Lending, Credit Analysis, Retirement, Mutual Funds, Financial Services, Fixed Annuities
Education
SHSU
BAT, Education
University of Houston-Victoria
Master of Education (MEd), Counseling Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY