IMG Financial Group
Description
Address: 4550 Post Oak Pl Dr #125, Houston, TX 77027 Phone: (713) 622-1150: Place name: : : : Hours: : : Category: Website: Website: http://www.imgfinancialgroup.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of IMG Financial Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
IMG Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IMG Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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IMG Financial Group Employees
Employee
Years
Job
Industry
Ann-Kirby Burchett Ann-Kirby Burchett's IMG Financial Group Experience January 2014 - Present
Job Sales Administrator at iFLY Indood Skydiving
Industry Computer Software
Experience
iFLY Indood Skydiving June 2015 - Present
IMG Financial Group January 2014 - Present
Presensoft Inc. March 2013 - August 2013
Mint Physician Staffing October 2012 - March 2013
Stetson University September 2008 - May 2012
Family Homes May 2009 - January 2012
Ritz Carlton June 2011 - August 2011
Robert half - office team May 2008 - August 2008
Jewelry Television September 2006 - April 2007
Skills
New Business Development, Sales, Research, Marketing Research, Customer Service, French, Microsoft Excel, Team Leadership, Management, Access, Finance, Market Research, Spanish, Marketing, Salesforce.com, Analysis, CRM
Education
Stetson University 2007 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
Universidad Carlos III de Madrid 2011 — 2011
Spanish Language and Culture
iFLY Indood Skydiving June 2015 - Present
IMG Financial Group January 2014 - Present
Presensoft Inc. March 2013 - August 2013
Mint Physician Staffing October 2012 - March 2013
Stetson University September 2008 - May 2012
Family Homes May 2009 - January 2012
Ritz Carlton June 2011 - August 2011
Robert half - office team May 2008 - August 2008
Jewelry Television September 2006 - April 2007
Skills
New Business Development, Sales, Research, Marketing Research, Customer Service, French, Microsoft Excel, Team Leadership, Management, Access, Finance, Market Research, Spanish, Marketing, Salesforce.com, Analysis, CRM
Education
Stetson University 2007 — 2012
Bachelor of Business Administration (BBA), International Business, 3.5
Universidad Carlos III de Madrid 2011 — 2011
Spanish Language and Culture
Kory Pippin, CFP® Kory Pippin, CFP®'s IMG Financial Group Experience May 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
TDA Financial Services Insurance Program September 2004 - Present
IMG Financial Group May 2002 - Present
Education
University of North Texas 1996 — 1999
BBA, Finance
TDA Financial Services Insurance Program September 2004 - Present
IMG Financial Group May 2002 - Present
Education
University of North Texas 1996 — 1999
BBA, Finance
Mike Dolan Mike Dolan's IMG Financial Group Experience August 2010 - Present
Job Expert consultant in helping seniors understand Medicare. Educating seniors and caregivers is my passion.
Industry Insurance
Experience
United Healthcare Medicare Solutions August 2010 - Present
IMG Financial Group August 2010 - Present
Essential Knowledge, LLC August 2010 - July 2012
UHC/ Golden Rule May 2006 - September 2010
ATT October 2000 - March 2006
Andersen of Indianapolis February 2000 - October 2000
Larry Bird Ford-Lincoln-Mercury September 1999 - February 2000
Butler Toyota February 1996 - September 1999
Carson Chrysler, Dodge December 1994 - February 1996
Toyota December 1991 - December 1994
Skills
Insurance, Customer Service, Sales, Call Center, Finance, Networking, Credit, Leadership, New Business Development, Management, Strategic Planning, Business Development, Program Management, Team Building, Call Centers, Microsoft Excel, Selling, Public Speaking, Sales Process, Microsoft Word, Account Management, Direct Sales, Customer Retention, Training, Budgets, Coaching, Real Estate, Team Leadership, Small Business, Process Improvement, Marketing, Analysis, Contract Negotiation, Customer Satisfaction, Leadership Development, Operations Management, Sales Management, Negotiation, Health Insurance, Business Planning, Marketing Strategy, Project Planning, Microsoft Office
Education
Texas A&M University 1968 — 1971
BS in Geology, Geology/Earth Science, General
Texas A&M University 1967 — 1971
Bachelor's Degree, Geology
United Healthcare Medicare Solutions August 2010 - Present
IMG Financial Group August 2010 - Present
Essential Knowledge, LLC August 2010 - July 2012
UHC/ Golden Rule May 2006 - September 2010
ATT October 2000 - March 2006
Andersen of Indianapolis February 2000 - October 2000
Larry Bird Ford-Lincoln-Mercury September 1999 - February 2000
Butler Toyota February 1996 - September 1999
Carson Chrysler, Dodge December 1994 - February 1996
Toyota December 1991 - December 1994
Skills
Insurance, Customer Service, Sales, Call Center, Finance, Networking, Credit, Leadership, New Business Development, Management, Strategic Planning, Business Development, Program Management, Team Building, Call Centers, Microsoft Excel, Selling, Public Speaking, Sales Process, Microsoft Word, Account Management, Direct Sales, Customer Retention, Training, Budgets, Coaching, Real Estate, Team Leadership, Small Business, Process Improvement, Marketing, Analysis, Contract Negotiation, Customer Satisfaction, Leadership Development, Operations Management, Sales Management, Negotiation, Health Insurance, Business Planning, Marketing Strategy, Project Planning, Microsoft Office
Education
Texas A&M University 1968 — 1971
BS in Geology, Geology/Earth Science, General
Texas A&M University 1967 — 1971
Bachelor's Degree, Geology
Tanner Lee Atkinson Tanner Lee Atkinson's IMG Financial Group Experience August 2012 - June 2013
Job Construction Superintendent Lead at NES Global Talent
Industry Construction
Experience
NES Global Talent September 2015 - Present
NES Global Talent March 2014 - Present
Air Energi June 2013 - March 2014
IMG Financial Group August 2012 - June 2013
Skills
Financial Analysis, Recruiting, Energy Industry, Marketing, Accounting, Investments, Management, Strategic Planning, Sales, New Business Development, Human Resources, Project Management, Technical Recruiting, Estate Planning, Financial Modeling, Sourcing, Employee Relations, Due Diligence, Training, Salesforce.com, Financial Reporting, Financial Statements, Risk Management, Internal Controls, Wealth Management, Retirement, Subsurface
Education
Texas Tech University 2007 — 2012
Bachelor’s Degree, Accounting
A&M Consolidated High School 2003 — 2007
NES Global Talent September 2015 - Present
NES Global Talent March 2014 - Present
Air Energi June 2013 - March 2014
IMG Financial Group August 2012 - June 2013
Skills
Financial Analysis, Recruiting, Energy Industry, Marketing, Accounting, Investments, Management, Strategic Planning, Sales, New Business Development, Human Resources, Project Management, Technical Recruiting, Estate Planning, Financial Modeling, Sourcing, Employee Relations, Due Diligence, Training, Salesforce.com, Financial Reporting, Financial Statements, Risk Management, Internal Controls, Wealth Management, Retirement, Subsurface
Education
Texas Tech University 2007 — 2012
Bachelor’s Degree, Accounting
A&M Consolidated High School 2003 — 2007
Jonathan Vera Jonathan Vera's IMG Financial Group Experience December 2011 - Present
Job Financial Advisor at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group December 2011 - Present
Education
Texas State University 2006 — 2011
BBA, Finance
IMG Financial Group December 2011 - Present
Education
Texas State University 2006 — 2011
BBA, Finance
Zac Majors, CFP®, FICF, CFFM, CLF® Zac Majors, CFP®, FICF, CFFM, CLF®'s IMG Financial Group Experience April 2010 - May 2010
Job Managing Partner/ Financial Advisor
Industry Financial Services
Experience
Modern Woodmen of America October 2011 - Present
Modern Woodmen of America July 2010 - October 2011
IMG Financial Group April 2010 - May 2010
NetTeam Inc. May 2008 - August 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Insurance, Employee Benefits, 401k, Securities, Estate Planning, Investment Advisory, Mutual Funds, Financial Services, Leadership Development, Business Planning, Team Leadership, Risk Management, Wealth Management, Finance, Sales Management, Retirement
Education
LeTourneau University 2006 — 2010
B.S., Finance, Minor in Economics/Business Adminstration
Modern Woodmen of America October 2011 - Present
Modern Woodmen of America July 2010 - October 2011
IMG Financial Group April 2010 - May 2010
NetTeam Inc. May 2008 - August 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Insurance, Employee Benefits, 401k, Securities, Estate Planning, Investment Advisory, Mutual Funds, Financial Services, Leadership Development, Business Planning, Team Leadership, Risk Management, Wealth Management, Finance, Sales Management, Retirement
Education
LeTourneau University 2006 — 2010
B.S., Finance, Minor in Economics/Business Adminstration
Kate Langthorn Kate Langthorn's IMG Financial Group Experience May 2015 - Present
Job Financial Advisor at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group May 2015 - Present
Education
Texas A&M University 2004 — 2007
BBA, Finance
Texas A&M University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
IMG Financial Group May 2015 - Present
Education
Texas A&M University 2004 — 2007
BBA, Finance
Texas A&M University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Christopher McBee Christopher McBee's IMG Financial Group Experience July 2009 - July 2014
Job Internal Wholesaler at Invesco US
Industry Financial Services
Experience
Invesco US August 2014 - Present
IMG Financial Group July 2009 - July 2014
Hewlett-Packard May 2007 - August 2007
Education
Texas A&M University 2005 — 2008
BBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
Invesco US August 2014 - Present
IMG Financial Group July 2009 - July 2014
Hewlett-Packard May 2007 - August 2007
Education
Texas A&M University 2005 — 2008
BBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
Adam Cross's IMG Financial Group Experience March 2007 - October 2007
Job Implementation Specialist at Peloton
Industry Chemicals
Experience
Peloton April 2014 - Present
Air Liquide America June 2011 - March 2014
Air Liquide America January 2008 - June 2011
IMG Financial Group March 2007 - October 2007
Abercrombie & Fitch May 2003 - October 2006
Enterprise Rent-A-Car May 2004 - August 2004
Vail Resorts December 2003 - January 2004
Skills
Supply Chain, Logistics, Procurement, Inventory Management, Process Improvement, Operations Management, Microsoft Excel, Training, Management, Human Resources, Analysis, Sales, Contract Management, Marketing, Customer Service
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Economics
Peloton April 2014 - Present
Air Liquide America June 2011 - March 2014
Air Liquide America January 2008 - June 2011
IMG Financial Group March 2007 - October 2007
Abercrombie & Fitch May 2003 - October 2006
Enterprise Rent-A-Car May 2004 - August 2004
Vail Resorts December 2003 - January 2004
Skills
Supply Chain, Logistics, Procurement, Inventory Management, Process Improvement, Operations Management, Microsoft Excel, Training, Management, Human Resources, Analysis, Sales, Contract Management, Marketing, Customer Service
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Economics
Kagan Bosworth Kagan Bosworth's IMG Financial Group Experience July 2010 - August 2011
Job Planner at FMC Technologies
Industry Oil & Energy
Experience
FMC Technologies March 2013 - Present
Discount Alternators & Starters August 2011 - March 2013
IMG Financial Group July 2010 - August 2011
Skills
Wealth Management, Securities, Project Planning, Business Strategy, Project Management, Oil/Gas, Portfolio Management, Process Improvement, Strategic Planning, Tactical Planning, SAP, Energy, Resource Management, Wealth Accumulation, Strategic Financial..., Upstream, Petroleum, Completions, Contract Management, Procurement, Retirement Planning, Estate Planning
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor's Degree, Business, Economics
Tomball High School 2002 — 2006
FMC Technologies March 2013 - Present
Discount Alternators & Starters August 2011 - March 2013
IMG Financial Group July 2010 - August 2011
Skills
Wealth Management, Securities, Project Planning, Business Strategy, Project Management, Oil/Gas, Portfolio Management, Process Improvement, Strategic Planning, Tactical Planning, SAP, Energy, Resource Management, Wealth Accumulation, Strategic Financial..., Upstream, Petroleum, Completions, Contract Management, Procurement, Retirement Planning, Estate Planning
Education
Texas A&M University - Mays Business School 2006 — 2010
Bachelor's Degree, Business, Economics
Tomball High School 2002 — 2006
Kate Bellard Kate Bellard's IMG Financial Group Experience May 2010 - July 2010
Job Enterprise Community Manager at Cameron
Industry Oil & Energy
Experience
Cameron August 2012 - Present
Cameron February 2011 - September 2012
Cameron August 2010 - December 2010
IMG Financial Group May 2010 - July 2010
Skills
Onboarding, College Recruiting, Social Media, Community Management, Recruiting, Project Planning, HRIS, Talent Acquisition, Talent Management, Personnel Management, Applicant Tracking..., Human Resources, Job Fairs, Management, New Hire Orientations, Screening, Strategy, Analysis, Organizational...
Education
Texas A&M University
Bachelor's Degree, Human Resource Development, Business Administration
Texas A&M University, College
Bachelor of Science, Human Resource Development
Cameron August 2012 - Present
Cameron February 2011 - September 2012
Cameron August 2010 - December 2010
IMG Financial Group May 2010 - July 2010
Skills
Onboarding, College Recruiting, Social Media, Community Management, Recruiting, Project Planning, HRIS, Talent Acquisition, Talent Management, Personnel Management, Applicant Tracking..., Human Resources, Job Fairs, Management, New Hire Orientations, Screening, Strategy, Analysis, Organizational...
Education
Texas A&M University
Bachelor's Degree, Human Resource Development, Business Administration
Texas A&M University, College
Bachelor of Science, Human Resource Development
Scott Stanfield Scott Stanfield's IMG Financial Group Experience 2013 - 2013
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
IMG Financial Group 2013 - 2013
Sports Shack Bar and Grill November 2010 - November 2012
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Management, Series 7, Investments, Strategic Financial..., Financial Services, Establish & Maintain...
Education
Stephen F. Austin State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Morgan Stanley Wealth Management August 2013 - Present
IMG Financial Group 2013 - 2013
Sports Shack Bar and Grill November 2010 - November 2012
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Management, Series 7, Investments, Strategic Financial..., Financial Services, Establish & Maintain...
Education
Stephen F. Austin State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.5
Brett Lown Brett Lown's IMG Financial Group Experience July 2010 - March 2012
Job Regional Sales Manager at Earthgreen Products
Industry Marketing and Advertising
Experience
Earthgreen Products January 2014 - Present
Earthgreen Products September 2012 - Present
IMG Financial Group, Inc August 2010 - April 2012
IMG Financial Group July 2010 - March 2012
International Energy Group May 2009 - September 2009
Skills
Estate Planning, Wealth Accumulation, Securities, Financial Services, Retirement, Wealth Management, Portfolio Management, Strategic Financial..., Insurance, College Savings Plans, Long Term Care Insurance, Buy-sell Agreements, Finance, Mutual Funds, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Texas at Austin
Bachelor of Business Administration, Management
Earthgreen Products January 2014 - Present
Earthgreen Products September 2012 - Present
IMG Financial Group, Inc August 2010 - April 2012
IMG Financial Group July 2010 - March 2012
International Energy Group May 2009 - September 2009
Skills
Estate Planning, Wealth Accumulation, Securities, Financial Services, Retirement, Wealth Management, Portfolio Management, Strategic Financial..., Insurance, College Savings Plans, Long Term Care Insurance, Buy-sell Agreements, Finance, Mutual Funds, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Texas at Austin
Bachelor of Business Administration, Management
Brian Trigg Brian Trigg's IMG Financial Group Experience September 2001 - November 2002
Job Global Sales Operations Director at iSIGHT Partners
Industry Information Technology and Services
Experience
iSIGHT Partners October 2014 - Present
CoAdvantage January 2012 - August 2014
CoAdvantage (formerly Odyssey OneSource) June 2010 - December 2012
Perquest June 2009 - March 2010
Ceridian November 2004 - May 2009
Odyssey OneSource December 2002 - October 2004
IMG Financial Group September 2001 - November 2002
Sherwin Williams May 1999 - August 2001
Skills
Solution Selling, Salesforce.com, Telemarketing, Sales Process, SaaS, Business Development, CRM, Sales, Selling, Sales Operations, Marketing, Implementation Planning, Strategy Creation, Sales Effectiveness, Sales Enablement, BPO, HRO, Sales Management, Performance Management, Cold Calling, Enterprise Software, Outsourcing, B2B, Strategy, Management, Lead Generation, Recruiting, Leadership, Business Planning, Competitive Analysis, Customer Retention, Strategic Partnerships, Training, Forecasting
Education
University of Southern Mississippi
Bachelor of Science (B.S.), Business Administration/Marketing
iSIGHT Partners October 2014 - Present
CoAdvantage January 2012 - August 2014
CoAdvantage (formerly Odyssey OneSource) June 2010 - December 2012
Perquest June 2009 - March 2010
Ceridian November 2004 - May 2009
Odyssey OneSource December 2002 - October 2004
IMG Financial Group September 2001 - November 2002
Sherwin Williams May 1999 - August 2001
Skills
Solution Selling, Salesforce.com, Telemarketing, Sales Process, SaaS, Business Development, CRM, Sales, Selling, Sales Operations, Marketing, Implementation Planning, Strategy Creation, Sales Effectiveness, Sales Enablement, BPO, HRO, Sales Management, Performance Management, Cold Calling, Enterprise Software, Outsourcing, B2B, Strategy, Management, Lead Generation, Recruiting, Leadership, Business Planning, Competitive Analysis, Customer Retention, Strategic Partnerships, Training, Forecasting
Education
University of Southern Mississippi
Bachelor of Science (B.S.), Business Administration/Marketing
Andrew Ostlund Andrew Ostlund's IMG Financial Group Experience July 2015 - Present
Job Sales Manager at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group July 2015 - Present
University of Minnesota January 2014 - May 2015
NRECA July 2009 - March 2012
Ameriprise Financial Services, Inc. June 2005 - July 2009
Ameriprise Financial Services, Inc. October 2001 - June 2005
Ameriprise Financial Services, Inc. July 1999 - October 2001
Skills
Customer Service, Personal Financial..., Team Building, Strategic Planning, Leadership, Training, Management, Asset Allocation, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Marketing, Certified Financial..., Sales, Editing, Employee Benefits, Investments, Coaching, Employee Training, Mentoring, Client Relations, Research, Program Management, Financial Planning, Leadership Development
Education
Humphrey School of Public Affairs 2013 — 2015
Master's degree, Public Affairs, 3.9 GPA
University of Minnesota-Twin Cities 2013 — 2015
Graduate Certificate, Non-Profit/Public/Organizational Management, 4.0 GPA
Northwestern College 1994 — 1998
Bachelor’s Degree, Pastoral Studies/Counseling
IMG Financial Group July 2015 - Present
University of Minnesota January 2014 - May 2015
NRECA July 2009 - March 2012
Ameriprise Financial Services, Inc. June 2005 - July 2009
Ameriprise Financial Services, Inc. October 2001 - June 2005
Ameriprise Financial Services, Inc. July 1999 - October 2001
Skills
Customer Service, Personal Financial..., Team Building, Strategic Planning, Leadership, Training, Management, Asset Allocation, Sales Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Marketing, Certified Financial..., Sales, Editing, Employee Benefits, Investments, Coaching, Employee Training, Mentoring, Client Relations, Research, Program Management, Financial Planning, Leadership Development
Education
Humphrey School of Public Affairs 2013 — 2015
Master's degree, Public Affairs, 3.9 GPA
University of Minnesota-Twin Cities 2013 — 2015
Graduate Certificate, Non-Profit/Public/Organizational Management, 4.0 GPA
Northwestern College 1994 — 1998
Bachelor’s Degree, Pastoral Studies/Counseling
Taylor Edwards's IMG Financial Group Experience August 2007 - January 2011
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies June 2015 - Present
Lockton Companies May 2013 - June 2015
Willis April 2011 - May 2013
IMG Financial Group August 2007 - January 2011
Skills
Insurance, Commercial Insurance, Financial Analysis, Risk Management, Property, Professional Liability, Customer Service, Workers Compensation, Microsoft Office, Account Management, Strategic Planning
Education
Louisiana State University
Lockton Companies June 2015 - Present
Lockton Companies May 2013 - June 2015
Willis April 2011 - May 2013
IMG Financial Group August 2007 - January 2011
Skills
Insurance, Commercial Insurance, Financial Analysis, Risk Management, Property, Professional Liability, Customer Service, Workers Compensation, Microsoft Office, Account Management, Strategic Planning
Education
Louisiana State University
Adam Hale Adam Hale's IMG Financial Group Experience June 2013 - May 2014
Job Regional Marketing Specialist
Industry Financial Services
Experience
AIG May 2014 - Present
IMG Financial Group June 2013 - May 2014
BreakAway Speed September 2009 - May 2014
Houston Astros June 2006 - September 2010
Skills
Sales, Marketing, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Sports, Social Media, Microsoft Word, Contract Negotiation, Marketing Strategy, Team Building, Account Management, New Business Development, Series 7, Finance, Wealth Management, Team Leadership, Sales Management, Retirement Planning, Wealth Accumulation
Education
Rice University 2003 — 2012
Sports Managemnt, Minor in Business
Texas A&M University 2005 — 2006
Turf Management, Agricultural and Life Sciences
Trafton academy 1997 — 1999
AIG May 2014 - Present
IMG Financial Group June 2013 - May 2014
BreakAway Speed September 2009 - May 2014
Houston Astros June 2006 - September 2010
Skills
Sales, Marketing, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Sports, Social Media, Microsoft Word, Contract Negotiation, Marketing Strategy, Team Building, Account Management, New Business Development, Series 7, Finance, Wealth Management, Team Leadership, Sales Management, Retirement Planning, Wealth Accumulation
Education
Rice University 2003 — 2012
Sports Managemnt, Minor in Business
Texas A&M University 2005 — 2006
Turf Management, Agricultural and Life Sciences
Trafton academy 1997 — 1999
Steven Sultzbaugh Steven Sultzbaugh's IMG Financial Group Experience August 2011 - February 2014
Job Internal Sales Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners March 2014 - Present
IMG Financial Group August 2011 - February 2014
Rice University 2008 - 2011
Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Equities, Financial Services, Risk Management, Investment Strategies, Finance, Financial Advisory
Education
Rice University - Jesse H. Jones Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rice University 2008 — 2011
Sport Medicine, B.A.
Salient Partners March 2014 - Present
IMG Financial Group August 2011 - February 2014
Rice University 2008 - 2011
Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Equities, Financial Services, Risk Management, Investment Strategies, Finance, Financial Advisory
Education
Rice University - Jesse H. Jones Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rice University 2008 — 2011
Sport Medicine, B.A.
Austin Cox, CFP®'s IMG Financial Group Experience June 2013 - Present
Job Financial Advisor at IMG Financial Group, Inc.
Industry Financial Services
Experience
IMG Financial Group June 2013 - Present
IMG Financial Group, Inc. September 2008 - Present
Skills
Portfolio Management, Retirement Strategies, Stocks, Bonds, and..., Life Insurance, Disability Insurance, Individual & Group..., Long Term Care Insurance, Buy/Sell Funding, College Savings Plans, 401(k) Plans
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration, Finance
IMG Financial Group June 2013 - Present
IMG Financial Group, Inc. September 2008 - Present
Skills
Portfolio Management, Retirement Strategies, Stocks, Bonds, and..., Life Insurance, Disability Insurance, Individual & Group..., Long Term Care Insurance, Buy/Sell Funding, College Savings Plans, 401(k) Plans
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration, Finance
Cyndi Barnett, CFP®, CTS™ Cyndi Barnett, CFP®, CTS™'s IMG Financial Group Experience March 2007 - April 2010
Job President of GPS Wealth Management
Industry Financial Services
Experience
GPS Wealth Management April 2010 - Present
Real Estate School of Texas September 2010 - Present
IMG Financial Group March 2007 - April 2010
Dooley Tackaberry May 2004 - March 2007
Premier Designs November 2001 - January 2007
Bally's Total Fitness January 2001 - January 2007
Broker Agent Magazine January 2001 - March 2004
Custom Publishing Design Group January 2001 - March 2004
HAR 2002 - 2002
Assistym, Inc. May 1988 - December 2001
Skills
Certified Financial..., Certified Tax Specialist, Financial Planning, Risk Management, Wealth Management, Investments, Stocks, Bonds, Insurance, Alternative Investments, Real Estate Investment, Retirement Income..., Business Planning, Buy-sell Agreements, Group Benefits, Retirement Plans, Income Protection, Annuities, Estate Planning, Long-term Care, Term Life Insurance, Financial Education
Education
Kaplan University 2009 — 2009
Financial Planning Certificate
University of Houston, C.T. Bauer College of Business 1995 — 1997
Finance, Entrepreneurship, Marketing
San Jacinto College 1985 — 1989
Associate of Art, Advanced Math, Engineering Science
GPS Wealth Management April 2010 - Present
Real Estate School of Texas September 2010 - Present
IMG Financial Group March 2007 - April 2010
Dooley Tackaberry May 2004 - March 2007
Premier Designs November 2001 - January 2007
Bally's Total Fitness January 2001 - January 2007
Broker Agent Magazine January 2001 - March 2004
Custom Publishing Design Group January 2001 - March 2004
HAR 2002 - 2002
Assistym, Inc. May 1988 - December 2001
Skills
Certified Financial..., Certified Tax Specialist, Financial Planning, Risk Management, Wealth Management, Investments, Stocks, Bonds, Insurance, Alternative Investments, Real Estate Investment, Retirement Income..., Business Planning, Buy-sell Agreements, Group Benefits, Retirement Plans, Income Protection, Annuities, Estate Planning, Long-term Care, Term Life Insurance, Financial Education
Education
Kaplan University 2009 — 2009
Financial Planning Certificate
University of Houston, C.T. Bauer College of Business 1995 — 1997
Finance, Entrepreneurship, Marketing
San Jacinto College 1985 — 1989
Associate of Art, Advanced Math, Engineering Science
Justin Phan Justin Phan's IMG Financial Group Experience February 2015 - Present
Job Financial Advisor at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group February 2015 - Present
AAA Concrete Coatings December 2013 - December 2014
Skills
Financial Advisory, Wealth Management..., Investment Advisory, Life Insurance, Business Planning, Customer Service, Social Media, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Negotiation, Google Analytics, Business Development, Public Speaking, Finance, Marketing, Leadership
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
Finance, Risk Management Certificate
IMG Financial Group February 2015 - Present
AAA Concrete Coatings December 2013 - December 2014
Skills
Financial Advisory, Wealth Management..., Investment Advisory, Life Insurance, Business Planning, Customer Service, Social Media, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Negotiation, Google Analytics, Business Development, Public Speaking, Finance, Marketing, Leadership
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
Finance, Risk Management Certificate
Corbin Ray's IMG Financial Group Experience June 2012 - January 2014
Job Financial Analyst at Williams Companies
Industry Oil & Energy
Experience
Williams Companies January 2014 - Present
IMG Financial Group June 2012 - January 2014
Education
Texas Tech University
BBA, Finance, Economics, & General Business
Liberty University
MBA, Corporate Finance, Management, Servant Leadership
Williams Companies January 2014 - Present
IMG Financial Group June 2012 - January 2014
Education
Texas Tech University
BBA, Finance, Economics, & General Business
Liberty University
MBA, Corporate Finance, Management, Servant Leadership
Saad Memon's IMG Financial Group Experience August 2015 - Present
Job Prospective Financial Advisor at IMG Financial
Industry Financial Services
Experience
IMG Financial Group August 2015 - Present
Economics Society at the University of Houston September 2013 - May 2015
Amazon 2011 - 2015
Texas Academy of Leadership in the Humanities August 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Stata, Data Analysis, Windows, Customer Service, Economics
Education
University of Houston 2012 — 2015
Bachelor's Degree, Economics
IMG Financial Group August 2015 - Present
Economics Society at the University of Houston September 2013 - May 2015
Amazon 2011 - 2015
Texas Academy of Leadership in the Humanities August 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Stata, Data Analysis, Windows, Customer Service, Economics
Education
University of Houston 2012 — 2015
Bachelor's Degree, Economics
Andy Oretsky Andy Oretsky's IMG Financial Group Experience August 2011 - Present
Job Compliance Director/Financial Advisor at IMG Financial Group, Inc.
Industry Financial Services
Experience
IMG Financial Group August 2011 - Present
Securevest Financial Group October 2009 - July 2011
Rhodes Custom Homes LLC/ John Daugherty Realtors 2007 - October 2009
Davis Oretsky P.C., Davis Oretsky & Guilfoyle P.C., Davis & Shank. P.C. April 1990 - May 2007
Cook, Davis & McFall May 1987 - April 1990
Lohmann, Glazer & Irwin May 1983 - May 1987
Skills
Estate Planning, College Savings Plans, Portfolio Management, Securities, Insurance, Retirement, Buy-sell Agreements, Wealth Management, Series 7, Long Term Care Insurance, Mutual Funds, Wealth Accumulation
Education
University of Houston Law Center 1981 — 1983
Doctor of Law (J.D.) cum laude
The University of Texas at Austin 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Fallsburgh High School
IMG Financial Group August 2011 - Present
Securevest Financial Group October 2009 - July 2011
Rhodes Custom Homes LLC/ John Daugherty Realtors 2007 - October 2009
Davis Oretsky P.C., Davis Oretsky & Guilfoyle P.C., Davis & Shank. P.C. April 1990 - May 2007
Cook, Davis & McFall May 1987 - April 1990
Lohmann, Glazer & Irwin May 1983 - May 1987
Skills
Estate Planning, College Savings Plans, Portfolio Management, Securities, Insurance, Retirement, Buy-sell Agreements, Wealth Management, Series 7, Long Term Care Insurance, Mutual Funds, Wealth Accumulation
Education
University of Houston Law Center 1981 — 1983
Doctor of Law (J.D.) cum laude
The University of Texas at Austin 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Fallsburgh High School
Pablo Trevino, CFP® Pablo Trevino, CFP®'s IMG Financial Group Experience October 2003 - May 2004
Job USAA Product Manager Director Advice, Home Experience
Industry Financial Services
Experience
USAA 2011 - Present
USAA September 2005 - April 2011
Metropolitan Life Insurance Company May 2004 - September 2005
IMG Financial Group October 2003 - May 2004
VALIC June 1997 - August 2002
Skills
Wealth Management, Estate Planning, Retirement, Life Insurance, Retirement Planning, Securities, Financial Planners, High Net Worth..., Financial Advisory, Strategic Financial..., Alternative Investments, Portfolio Management, Insurance, Financial Services, Wealth, Risk Management, Investments, Finance, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting - Taxation
University of Houston 1998 — 2000
MBA, Finance
St. Mary's University
BBA, Finance
USAA 2011 - Present
USAA September 2005 - April 2011
Metropolitan Life Insurance Company May 2004 - September 2005
IMG Financial Group October 2003 - May 2004
VALIC June 1997 - August 2002
Skills
Wealth Management, Estate Planning, Retirement, Life Insurance, Retirement Planning, Securities, Financial Planners, High Net Worth..., Financial Advisory, Strategic Financial..., Alternative Investments, Portfolio Management, Insurance, Financial Services, Wealth, Risk Management, Investments, Finance, Financial Planning
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting - Taxation
University of Houston 1998 — 2000
MBA, Finance
St. Mary's University
BBA, Finance
Troy Faldyn Troy Faldyn's IMG Financial Group Experience November 2002 - September 2005
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
NEXT Financial Group, Inc. 2009 - 2010
Synergy Wealth Partners, Inc. January 2007 - November 2008
American General Securities Ilnc. September 2005 - December 2006
IMG Financial Group November 2002 - September 2005
Skills
Wealth Management, Team Building, Life Insurance, Investments, Project Management, Training, Financial Analysis, Marketing, Series 7, New Business Development, Financial Services, Insurance, Leadership, Securities, Disability Insurance, Mutual Funds, Retirement Planning, Series 63, FINRA, Management, Retirement, Financial Advisory, Strategic Financial..., Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Series 65, Alternative Investments, Asset Management, Portfolio Management, Risk Management, Series 24, Uniform Combined State..., Relationship Management, Equities, Finance, Investment Strategies
Education
University of Houston-Downtown 1990 — 1996
BA, Humanities
BNY Mellon December 2013 - Present
NEXT Financial Group, Inc. 2009 - 2010
Synergy Wealth Partners, Inc. January 2007 - November 2008
American General Securities Ilnc. September 2005 - December 2006
IMG Financial Group November 2002 - September 2005
Skills
Wealth Management, Team Building, Life Insurance, Investments, Project Management, Training, Financial Analysis, Marketing, Series 7, New Business Development, Financial Services, Insurance, Leadership, Securities, Disability Insurance, Mutual Funds, Retirement Planning, Series 63, FINRA, Management, Retirement, Financial Advisory, Strategic Financial..., Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Series 65, Alternative Investments, Asset Management, Portfolio Management, Risk Management, Series 24, Uniform Combined State..., Relationship Management, Equities, Finance, Investment Strategies
Education
University of Houston-Downtown 1990 — 1996
BA, Humanities
Jose R Mendieta Jose R Mendieta's IMG Financial Group Experience October 2009 - April 2011
Job President at Mendieta Family Foods, Inc.
Industry Restaurants
Experience
Mendieta Family Foods, Inc. November 2009 - Present
IMG Financial Group October 2009 - April 2011
WestbrooksDugger&Westbrooks Financial March 2008 - May 2009
Education
Dallas Baptist University 2007 — 2009
Bachlelor of Business Studies, Finance
University of North Texas 2005 — 2006
Finance
Mendieta Family Foods, Inc. November 2009 - Present
IMG Financial Group October 2009 - April 2011
WestbrooksDugger&Westbrooks Financial March 2008 - May 2009
Education
Dallas Baptist University 2007 — 2009
Bachlelor of Business Studies, Finance
University of North Texas 2005 — 2006
Finance
Gary Caplan Gary Caplan's IMG Financial Group Experience 1995 - 2002
Job South Texas Sales Rep at Global Views
Industry Furniture
Experience
Global Views May 2007 - Present
Humanscale 2005 - 2006
OfficeMax 2002 - 2005
IMG Financial Group 1995 - 2002
Skills
Sales, Selling, Retail, Team Building, Sales Management, Account Management, Product Development, Leadership, Marketing Strategy, Merchandising, Inventory Management, New Business Development, Trade Shows, Business Development, Sales Operations, Cold Calling, Strategic Planning, Sales Process, Direct Sales, B2B, Customer Service, Small Business, Advertising
Education
University of Houston 1991 — 1995
BS, Political Science
Global Views May 2007 - Present
Humanscale 2005 - 2006
OfficeMax 2002 - 2005
IMG Financial Group 1995 - 2002
Skills
Sales, Selling, Retail, Team Building, Sales Management, Account Management, Product Development, Leadership, Marketing Strategy, Merchandising, Inventory Management, New Business Development, Trade Shows, Business Development, Sales Operations, Cold Calling, Strategic Planning, Sales Process, Direct Sales, B2B, Customer Service, Small Business, Advertising
Education
University of Houston 1991 — 1995
BS, Political Science
Brittany Kruger's IMG Financial Group Experience 2006 - 2007
Job Recruiting Manager/Matchmaker/Talent Brand Beamer/Career Coach at Carr, Riggs & Ingram, LLC
Industry Accounting
Experience
Carr, Riggs & Ingram, LLC October 2013 - Present
Gainer Donnelly LLP January 2008 - September 2013
IMG Financial Group 2006 - 2007
Skills
Accounting, Recruiting, Business Planning, Interviews, Teamwork, Management, Human Resources, Employee Relations, Sourcing, Payroll, HRIS, Social Media, Time Management, Employee Training, Strategic Planning, Project Management, Budgets, Leadership, Negotiation, Talent Acquisition, Tax, Finance, Employee Benefits, Applicant Tracking..., Consulting
Education
Texas A&M University 2000 — 2004
Communication, Business Minor
Carr, Riggs & Ingram, LLC October 2013 - Present
Gainer Donnelly LLP January 2008 - September 2013
IMG Financial Group 2006 - 2007
Skills
Accounting, Recruiting, Business Planning, Interviews, Teamwork, Management, Human Resources, Employee Relations, Sourcing, Payroll, HRIS, Social Media, Time Management, Employee Training, Strategic Planning, Project Management, Budgets, Leadership, Negotiation, Talent Acquisition, Tax, Finance, Employee Benefits, Applicant Tracking..., Consulting
Education
Texas A&M University 2000 — 2004
Communication, Business Minor
Kevin J. Herne, CFP®, ChFC®'s IMG Financial Group Experience August 2007 - August 2008
Job LPL Financial Advisor at Sound Financial Solutions
Industry Financial Services
Experience
Sound Finanical Solutions October 2008 - Present
IMG. Financial Group August 2007 - August 2008
Kevin's Lawn Service January 1997 - August 2002
Skills
Investments, Insurance, Estate Planning, Risk Management, Employee Benefits, Portfolio Management
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Economics
Sound Finanical Solutions October 2008 - Present
IMG. Financial Group August 2007 - August 2008
Kevin's Lawn Service January 1997 - August 2002
Skills
Investments, Insurance, Estate Planning, Risk Management, Employee Benefits, Portfolio Management
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Economics
Kyle Esteb's IMG Financial Group Experience July 2009 - February 2010
Job Assistant Service Manager at Sewell Automotive Companies
Industry Automotive
Experience
Sewell Automotive Companies February 2010 - Present
IMG Financial Group July 2009 - February 2010
Blue Baker July 2007 - June 2008
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Strategic Financial..., Mutual Funds, Life Insurance, Portfolio Management, Investments, Insurance, Securities, Asset Management, Finance, Financial Advisory, Financial Services, Risk Management
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sewell Automotive Companies February 2010 - Present
IMG Financial Group July 2009 - February 2010
Blue Baker July 2007 - June 2008
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Strategic Financial..., Mutual Funds, Life Insurance, Portfolio Management, Investments, Insurance, Securities, Asset Management, Finance, Financial Advisory, Financial Services, Risk Management
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Patrick Dendy's IMG Financial Group Experience August 2009 - Present
Job Financial Advisor at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group August 2009 - Present
IMG Financial Group July 2009 - Present
NFL August 2005 - May 2008
Skills
Wealth Management, Estate Planning, Series 7, Investments
Education
Rice University 2000 — 2005
BA, Economics, Managerial Studies
IMG Financial Group August 2009 - Present
IMG Financial Group July 2009 - Present
NFL August 2005 - May 2008
Skills
Wealth Management, Estate Planning, Series 7, Investments
Education
Rice University 2000 — 2005
BA, Economics, Managerial Studies
Steven Bergdoll's IMG Financial Group Experience October 2009 - May 2010
Job Senior Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management January 2013 - August 2014
Morgan Stanley Smith Barney November 2010 - January 2013
IMG Financial Group October 2009 - May 2010
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking
Bernstein Private Wealth Management August 2014 - Present
Bernstein Private Wealth Management January 2013 - August 2014
Morgan Stanley Smith Barney November 2010 - January 2013
IMG Financial Group October 2009 - May 2010
Skills
Investments, Portfolio Management, Alternative Investments, Wealth Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
University of Texas
Bachelor of Business Administration, Corporate Finance & Investment Banking
Craig Segelke's IMG Financial Group Experience September 2011 - May 2014
Job Insurance Consultant & Advisor at Baty and Associates
Industry Insurance
Experience
Baty and Associates November 2014 - Present
The Freeman Agency August 2014 - October 2014
IMG Financial Group September 2011 - May 2014
Skills
Sales Management, Finance, Team Building, Portfolio Management, Risk Management, Insurance, Business Advisory, Series 7, Strategic Planning, Employee Benefits, Retirement, Customer Service, Management Consulting, Life Insurance, Retirement Planning, Management, Wealth Management, Investments, New Business Development, Consulting, Marketing, Financial Advisory
Education
Stephen F. Austin State University
Baty and Associates November 2014 - Present
The Freeman Agency August 2014 - October 2014
IMG Financial Group September 2011 - May 2014
Skills
Sales Management, Finance, Team Building, Portfolio Management, Risk Management, Insurance, Business Advisory, Series 7, Strategic Planning, Employee Benefits, Retirement, Customer Service, Management Consulting, Life Insurance, Retirement Planning, Management, Wealth Management, Investments, New Business Development, Consulting, Marketing, Financial Advisory
Education
Stephen F. Austin State University
Chris A. Szalay's IMG Financial Group Experience January 2009 - April 2011
Job Portfolio Manager, WiseOwl Capital, LLC
Industry Investment Management
Experience
WiseOwl Capital, LLC April 2011 - Present
WiseOwl Capital, LLC April 2011 - Present
IMG Financial Group January 2009 - April 2011
Skills
Wealth Management, High Net Worth..., Wealth, Due Diligence, Investment Management, Finance, Competitive Analysis, Financial Analysis, Strategy, Alternative Investments, Portfolio Management, Securities
Education
CFA Institute
Candidate: Chartered Financial Analyst (CFA - Level II)
The American College
Candidate: Certified Financial Planner (CFP)
Rice University
B.A., Economics
St. Thomas High School
WiseOwl Capital, LLC April 2011 - Present
WiseOwl Capital, LLC April 2011 - Present
IMG Financial Group January 2009 - April 2011
Skills
Wealth Management, High Net Worth..., Wealth, Due Diligence, Investment Management, Finance, Competitive Analysis, Financial Analysis, Strategy, Alternative Investments, Portfolio Management, Securities
Education
CFA Institute
Candidate: Chartered Financial Analyst (CFA - Level II)
The American College
Candidate: Certified Financial Planner (CFP)
Rice University
B.A., Economics
St. Thomas High School
Brad Pickett's IMG Financial Group Experience March 2013 - May 2014
Job in transition
Industry Financial Services
Experience
IMG Financial Group March 2013 - May 2014
Securian Financial Group 2013 - 2013
Saybrus Partners April 2011 - May 2012
Allstate Insurance Co 2009 - 2010
Allstate Insurance Co January 2006 - May 2009
Allstate July 2001 - January 2006
American Express Financial Advisors August 2000 - July 2001
Skills
Risk Management, Forecasting, Selling Skills, Business Planning, Employee Training, Competitive Analysis, Strategic Planning, Market Analysis, Training, Change Management, Management Consulting, Market Planning, Project Management, Leadership Development, Customer Service, Sales Plan, Reviews, Key Performance..., Quality Auditing, Investment Advisor..., Series 7, Series 24, Series 51, Series 66, FINRA Compliance
Education
McNeese State University 1994 — 1999
BA, Finance
McNeese State University 1994 — 1999
Bachelor of Science, Finance
IMG Financial Group March 2013 - May 2014
Securian Financial Group 2013 - 2013
Saybrus Partners April 2011 - May 2012
Allstate Insurance Co 2009 - 2010
Allstate Insurance Co January 2006 - May 2009
Allstate July 2001 - January 2006
American Express Financial Advisors August 2000 - July 2001
Skills
Risk Management, Forecasting, Selling Skills, Business Planning, Employee Training, Competitive Analysis, Strategic Planning, Market Analysis, Training, Change Management, Management Consulting, Market Planning, Project Management, Leadership Development, Customer Service, Sales Plan, Reviews, Key Performance..., Quality Auditing, Investment Advisor..., Series 7, Series 24, Series 51, Series 66, FINRA Compliance
Education
McNeese State University 1994 — 1999
BA, Finance
McNeese State University 1994 — 1999
Bachelor of Science, Finance
Kathryn Widdowson's IMG Financial Group Experience June 2015 - August 2015
Job Finance Intern at IMG Financial Group
Industry Financial Services
Experience
IMG Financial Group June 2015 - August 2015
Charming Charlie June 2013 - August 2015
West University United Methodist Church June 2009 - August 2014
Education
Texas A&M University 2012 — 2016
Bachelor’s Degree, Finance, Junior
IMG Financial Group June 2015 - August 2015
Charming Charlie June 2013 - August 2015
West University United Methodist Church June 2009 - August 2014
Education
Texas A&M University 2012 — 2016
Bachelor’s Degree, Finance, Junior