True North Advisors

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True North Advisors Employees

Employee
Years
Job
Industry
Kristen Prince Kristen Prince Dallas/Fort Worth Area Details
Kristen Prince's True North Advisors Experience September 2007 - April 2015
Job Portfolio Analyst/Wealth Manager at True North Advisors
Industry Investment Management
Experience
MOOYAH Burgers, Fries and Shakes  June 2015 - Present
True North Advisors   September 2007 - April 2015
FCA Corp  June 2006 - September 2007

Education
University of Houston

Brennan Cross Brennan Cross Raleigh-Durham, North Carolina Area Details
Brennan Cross's True North Advisors Experience August 2006 - December 2010
Job Founding Principal at ACT Wealth Management, LLC
Industry Financial Services
Experience
ACT Wealth Management, LLC   December 2010 - Present
True North Advisors   August 2006 - December 2010
Retirement Advisors of America  August 2003 - July 2006
Charles Schwab and Co.  January 2003 - August 2003
Fidelity Investments  June 1995 - December 2002

Education
Southern Methodist University - Cox School of Business   1998 — 2001
MBA, Finance and Financial Management Services

Oklahoma Baptist University   1991 — 1995
BBA, Finance and Accounting

Jessica Wescott Jessica Wescott Dallas/Fort Worth Area Details
Jessica Wescott's True North Advisors Experience June 2009 - December 2010
Job Senior Manager of Finance & Analytics at MOOYAH Burgers, Fries and Shakes
Industry Restaurants
Experience
MOOYAH Burgers, Fries and Shakes  August 2015 - Present
MOOYAH Burgers, Fries and Shakes  January 2015 - August 2015
ACT Wealth Management, LLC   January 2011 - January 2015
True North Advisors   June 2009 - December 2010

Skills
Asset Management, Investments, Financial Analysis, Mutual Funds, Wealth Management, Strategic Financial..., Financial Modeling, Analysis, Risk Management, Retirement Planning, Operations Management

Education
Austin College   2005 — 2009
Bachelor of Arts (BA), Economics

Andrew Oberst Andrew Oberst Dallas/Fort Worth Area Details
Andrew Oberst's True North Advisors Experience March 2015 - Present
Job Wealth Analyst at True North Advisors
Industry Financial Services
Experience
True North Advisors   March 2015 - Present
Parry Financial   May 2014 - March 2015
Red Robin  March 2014 - March 2015
All Season Greens   2011 - 2013

Skills
Teamwork, Leadership, Analytical Skills, Investments, Financial Planning

Education
The University of Texas at Dallas   2012 — 2014
Bachelor's Degree, Finance, Cum Laude

Collin County Community College   2010 — 2011
Associate of Arts

Paula (Holt) Davis Paula (Holt) Davis Dallas/Fort Worth Area Details
Paula (Holt) Davis's True North Advisors Experience January 2013 - Present
Job VP of Operations at True North Advisors
Industry Investment Management
Experience
True North Advisors   January 2013 - Present
True North Advisors   May 2005 - January 2013
Tin Star Restaurants   February 2000 - May 2005

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Asset Management, Investments, Nonprofits, Investment Strategies, Public Speaking, Investment Management, Financial Analysis, 401k, Alternative Investments, Mutual Funds

Education
Dallas Theological Seminary
Masters, Biblical Studies

Stephen F. Austin State University
BBA, Finance

Matt Fitzsimmons Matt Fitzsimmons Dallas, Texas Details
Matt Fitzsimmons's True North Advisors Experience July 2000 - Present
Job Principal, Sr. Vice President, Sr. Wealth Manager
Industry Investment Management
Experience
True North Advisors   July 2000 - Present
Lockwood Advisors, Inc.   May 1998 - June 2000

Skills
Investments, Portfolio Management, Due Diligence, Alternative Investments, Asset Management, High Net Worth..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Planning, Wealth Management

Education
Southern Methodist University   1994 — 1998
BBA, Finance

Alexandra Matthews Alexandra Matthews Dallas/Fort Worth Area Details
Alexandra Matthews's True North Advisors Experience August 2013 - March 2014
Job AEM Designs
Industry Marketing and Advertising
Experience
AEM Designs   May 2013 - Present
True North Advisors   August 2013 - March 2014
Lennar  January 2013 - July 2013
Ilfusion Creative  August 2012 - December 2012
Z's Cafe and Catering   2012 - 2012
Radisson  May 2011 - August 2011
Jennifer Matlock Photography   June 2011 - June 2011
JATO Athletics   January 2009 - December 2010
Legacy Homes  2003 - 2008

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Photoshop, InDesign, Dreamweaver, HTML, Delphi, Facebook, Social Media, Social Networking, Event Planning, Microsoft Word, Social Media Marketing, Public Relations, Public Speaking, Event Management, Teamwork, Customer Service, Illustrator, JD Edwards, Editing, Newsletters, Sandwiches, Marketing, Digital Media, Marketing Strategy, Photography, Advertising, Sales

Education
Texas Christian University   2008 — 2012
Advertising and Public Relations, Minor of Art

Texas Christian University   2008 — 2012
Bachelor of Science (BS), Advertising and Public Relations

Adam C. Harden Adam C. Harden Houston, Texas Details
Adam C. Harden's True North Advisors Experience 2005 - 2005
Job Attorney at Andrews Kurth LLP
Industry Law Practice
Experience
Andrews Kurth LLP  March 2012 - Present
Davis & Harman LLP  2011 - 2012
Interpublic Group  2010 - 2011
The University of Texas School of Law  2009 - 2009
The University of Texas School of Law  2008 - 2009
Trilogy  2008 - 2008
PricewaterhouseCoopers  2006 - 2006
True North Advisors   2005 - 2005

Skills
Tax, Tax Law, International Tax, Legal Research, Nonprofits, Corporate Governance, Legal Writing, Securities Regulation, Litigation, Corporate Law, Legal Issues, Mediation, Commercial Litigation, Courts, Due Diligence, Civil Litigation, Auditing, Appeals, Contract Negotiation, Research, Westlaw, Insurance, Intellectual Property, Legal Advice, Arbitration, Mergers & Acquisitions, Estate Planning

Education
New York University School of Law   2010 — 2011
LL.M., Taxation

The University of Texas School of Law   2007 — 2009
JD

ESCP Europe   2007 — 2007
International Accounting

The University of Texas at Austin - Red McCombs School of Business   2006 — 2007
MPA, Master in Professional Accounting

Trinity University   2002 — 2006
BS, Accounting, Political Science

Jennifer Roberts Jennifer Roberts Dallas/Fort Worth Area Details
Jennifer Roberts's True North Advisors Experience January 2002 - September 2003
Job Marketing Manager at Sierra Auto Finance
Industry Apparel & Fashion
Experience
Sierra Auto Finance LLC  June 2013 - Present
RGR Finance   January 2007 - Present
J. HILBURN MEN'S CLOTHIER   November 2012 - November 2013
Plastic Surgery Associates  May 2003 - October 2006
True North Advisors   January 2002 - September 2003
Avanade  January 2000 - June 2001
Accenture  February 1999 - January 2000

Skills
Sales&Marketing, Recruiting, Front Office, Marketing Research, Marketing Support, Relationship Driven, Relationship Marketing, Collections, Owner-managed businesses, Fashion, Medical Office, Credit Information, Customer Service, Brand Development, Sales, Healthcare, Social Media Marketing, Marketing Strategy, Social Networking, New Business Development, Sales Management, Leadership, Styling, Team Building, Customer Retention, Account Management, Management, Strategic Planning, Marketing, Online Marketing, Negotiation, Sales Operations, Forecasting, Entrepreneurship

Education
Texas Tech University   1988 — 1992
BA, Advertising/Marketing

Lawrence Bain Lawrence Bain Phoenix, Arizona Area Details
Lawrence Bain's True North Advisors Experience August 2000 - August 2009
Job Chairman of the Board and Chief Executive Officer at IMH Financial Corporation
Industry Investment Banking
Experience
IMH Financial Corporation  July 2014 - Present
ITH Partners ,LLC   September 2009 - Present
Salucro Healthcare Solutions  2007 - Present
IMH Financial Corporation  September 2009 - July 2014
ProLink Holdings Corp   June 2007 - August 2011
True North Advisors   August 2000 - August 2009
ProLink Solutions, LLC   January 2004 - June 2009
Stifel Nicolaus  August 1999 - August 2000
Everen Securities  June 1995 - August 1999
Dean Witter  March 1988 - May 1995

Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures

Education
The Ohio State University   1968 — 1972
Bachelor's degree

University of Pennsylvania - The Wharton School
Certified Investment Manager

Sandeep Sharma, CFA Sandeep Sharma, CFA Boca Raton, Florida Details
Sandeep Sharma, CFA's True North Advisors Experience March 1997 - November 2007
Job Principal at Syntax Research (providing risk target strategies)
Industry Investment Management
Experience
Syntax Research, Inc.   October 2009 - Present
MyWorld Investing, Inc.   September 2008 - September 2009
True North Advisors   March 1997 - November 2007
Syntax Research, Inc.   January 2002 - August 2005

Skills
Portfolio Management, Risk Management, Fundamental Research, Hedge Funds, Investments, Financial Analysis, Asset Management, Research, Equities, Strategy, Financial Services

Education
University of Rochester - Simon Business School   1985 — 1987
MBA

Shri Ram College of Commerce   1982 — 1985
B.Com (Hons)

Modern School   1977 — 1981
HIgh School

Jennifer Thorsen Jennifer Thorsen Dallas/Fort Worth Area Details
Jennifer Thorsen's True North Advisors Experience October 2003 - November 2005
Job Photographer and Designer
Industry Photography
Experience
Jennifer Thorsen Photography   January 2010 - Present
Clark Consulting  October 2007 - October 2010
D.R. Saur Financial   December 2005 - October 2007
True North Advisors   October 2003 - November 2005
Consultant  November 2002 - November 2003
Fidelity Investments  December 1995 - October 2002

Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement

Education
Southern Methodist University - Cox School of Business   1998 — 2001
MBA, Marketing, Technology

Texas State University   1991 — 1995
BBA, Finance

Adam Goldenberg Adam Goldenberg Dallas/Fort Worth Area Details
Adam Goldenberg's True North Advisors Experience 2007 - 2015
Job Vice President Wealth Manager at True North Advisors
Industry Investment Management
Experience
True North Advisors   2007 - 2015
Goldman Sachs  2000 - 2002
Raytheon  1997 - 1997

Education
Jones Graduate School of Business, Rice University   1999 — 2001
MBA

Texas A&M University   1993 — 1997
BBA, Accounting

Laura Petka Laura Petka Dallas, Texas Details
Laura Petka's True North Advisors Experience 2009 - February 2012
Job Gallery Director
Industry Fine Art
Experience
Christopher Martin Gallery   February 2012 - Present
True North Advisors   2009 - February 2012
Cbeyond  July 2008 - December 2008
Nurse Week Magazine   April 2008 - July 2008
Project One  January 2008 - May 2008

Skills
Public Speaking, Strategic Planning, Marketing, Event Planning, Social Media, Public Relations, Social Networking, Social Media Marketing, Account Management, Sales, Management, Customer Service, Advertising

Education
University of North Texas   2007 — 2008
BA, Public Relations

Sam Houston State University   2004 — 2007
Public Relations

Vic Esclamado Vic Esclamado Dallas, Texas Details
Vic Esclamado's True North Advisors Experience July 2009 - September 2014
Job Managing Director, DeVoe & Company, Business Strategy, M&A, Succession & Partner Additions, Valuations
Industry Financial Services
Experience
DeVoe & Company   September 2015 - Present
Encore Financial Advisors   September 2014 - May 2015
True North Advisors   July 2009 - September 2014
Open Finance Network  June 2007 - January 2010
Altamira Incentive Solutions   January 2006 - December 2007
Bank of America  January 2001 - March 2006
Intuit  1995 - 2000

Skills
Strategy, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Financial Services, Executive Management, Entrepreneurship, Leadership, Mergers, Financial Analysis, Risk Management, New Business Development, Product Development, Financial Advisory, Asset Management, Product Management, Due Diligence, Private Equity, Mutual Funds, Investment Advisory, Outsourcing, Wealth Management, Finance, Team Building, Business Process, Coaching, Small Business, Alternative Investments, Start-ups

Education
Stanford University Graduate School of Business   1980 — 1982
MBA, Entrepreneurship

Yale University   1972 — 1976
BA, Pre-medical studies

John Rehm John Rehm Denver, Colorado Details
John Rehm's True North Advisors Experience June 2012 - August 2012
Job Senior Disposition Analyst
Industry Real Estate
Experience
Baceline Investments  October 2014 - Present
Baceline Investments  September 2013 - October 2014
Oppenheimer & Co. Inc.   July 2013 - September 2013
True North Advisors   June 2012 - August 2012
Hyatt Summerfield Suites  June 2010 - August 2010

Education
University of Denver   2009 — 2013

University of Denver - Daniels College of Business   2009 — 2013
Bachelor's degree, Finance and Economics

Nate Pike Nate Pike Sherman/Denison, Texas Area Details
Nate Pike's True North Advisors Experience August 2005 - June 2007
Job Financial Consultant, Utter Wealth Managment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2014 - Present
Encore Wire Corporation  June 2007 - November 2014
Encore Wire Corporation  June 2007 - November 2014
True North Advisors   August 2005 - June 2007
Edward Jones  May 2004 - August 2005
AXA Advisors  May 2003 - May 2004

Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers

Education
Baylor University - Hankamer School of Business   1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance

Alesia Coffman Alesia Coffman Dallas/Fort Worth Area Details
Alesia Coffman's True North Advisors Experience October 2013 - August 2015
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
True North Advisors   October 2013 - August 2015
ISN  May 2012 - June 2013
Invesco Ltd.  April 2006 - May 2012
Westwood Holdings Group  January 2004 - April 2006
John McStay Investment Counsel   2000 - 2005

Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy

Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance

Ryan Duffie Ryan Duffie Dallas/Fort Worth Area Details
Ryan Duffie's True North Advisors Experience October 2014 - Present
Job Operations Analyst at True North Advisors
Industry Financial Services
Experience
True North Advisors   October 2014 - Present
Research Now  September 2013 - October 2014
Research Now (an e-Rewards Company)   October 2012 - September 2013
Research Now (an e-Rewards Company)   November 2010 - October 2012

Education
Baylor University   2004 — 2008
B.A., Communications

Michael J. Anderson, JD, CFP ® Michael J. Anderson, JD, CFP ® Dallas/Fort Worth Area Details
Michael J. Anderson, JD, CFP ®'s True North Advisors Experience 2009 - Present
Job Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors   2009 - Present
Tolleson Wealth Management  2007 - 2008
Evensky & Katz  2003 - 2007
Texas Army National Guard  2000 - 2002
U.S. Army   1996 - 2000

Education
Texas Tech University   2001 — 2003
Master of Science, Personal Financial Planning

Texas Tech University School of Law   2000 — 2003
Doctor of Jurisprudence, Law

Seattle University   1992 — 1996
Bachelor of Arts, Criminal Justice

Cascade High School   1988 — 1992
Diploma

Barry Beal Barry Beal Dallas/Fort Worth Area Details
Barry Beal's True North Advisors Experience April 2010 - April 2012
Job Partner & Managing Director at Covenant Multifamily Office, LLC
Industry Financial Services
Experience
Covenant Multifamily Offices, LLC   April 2012 - Present
True North Advisors   April 2010 - April 2012
Frost Bank  October 2008 - February 2010
BOK Financial  November 2006 - June 2008
JP Morgan  June 1989 - October 2006

Education
Baylor University   1984 — 1989
BBA, Finance/Accounting

Britt L. Porter Britt L. Porter El Paso, Texas Area Details
Britt L. Porter's True North Advisors Experience September 2008 - Present
Job Vice President Senior Wealth Manager at True North Advisors
Industry Investment Management
Experience
True North Advisors   September 2008 - Present
JP Morgan Chase  July 2006 - September 2008
AXA Advisors  1996 - 2006
Innovative Technologies Intl., El Paso, Texas   1992 - 1996
Pittman-Moore GmbH, Grossburgwedel, Germany   1985 - 1991

Skills
Private Wealth..., Wealth Management, Investment Advisory, Asset Management, Investments, Retirement Planning, Financial Planning, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Accumulation, Insurance Planning, Mutual Funds, Retirement, IRA's, Financial Advice, Bonds, Securities, Equities, Fixed Income, Hedge Funds, Financial Analysis, Insurance, Retirement Income..., Private Equity, Comprehensive Wealth..., Asset Protection, Risk Management, Investment Products, ETFs, Stocks

Education
New Mexico State University
BS

Tim Dwight, CFA Tim Dwight, CFA Dallas/Fort Worth Area Details
Tim Dwight, CFA's True North Advisors Experience July 2007 - April 2015
Job Independent Consultant
Industry Investment Management
Experience
True North Advisors   July 2007 - April 2015
Dyer, Robertson & Lamme, Inc.   1998 - 2006

Skills
Wealth Management, Portfolio Management, Investments, Investment Management, High Net Worth..., Wealth, Asset Allocation, Investment Advisory, Mutual Funds

Education
The University of Texas at Austin - The Red McCombs School of Business   1996 — 1998
MBA, Finance

Baylor University   1986 — 1990
BS, Biology

Carrie Stevenson Carrie Stevenson Dallas/Fort Worth Area Details
Carrie Stevenson's True North Advisors Experience June 2011 - August 2011
Job Associate Financial Planner at Mike Mills Wealth Management
Industry Financial Services
Experience
Mike Mills Wealth Management   September 2012 - Present
Financial Planning Association  2012 - 2014
Mr. Credit Solutions   July 2012 - August 2012
BBVA Compass  January 2012 - July 2012
Texas Wings  October 2005 - November 2011
True North Advisors   June 2011 - August 2011
Lowell Wealth Management  December 2010 - May 2011
Texas Tech University  May 2010 - May 2011
Red to Black   May 2010 - May 2011
Physical Therapy Today  June 2006 - March 2007

Skills
Management, Public Speaking, Estate Planning, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, PowerPoint, Research, Budget, Microsoft Word, Strategic Planning

Education
Texas Tech University   2009 — 2011
MS, Personal Financial Planning

Texas Tech University   2003 — 2011
Masters of Science, Personal Financial Planning

Texas Tech University   2003 — 2008
BS, Psychology

Texas Tech University   2003 — 2008
Bachelor of Science, Psychology

Alesha Isaacs Alesha Isaacs Dallas/Fort Worth Area Details
Alesha Isaacs's True North Advisors Experience November 2014 - Present
Job Client Services Associate at True North Advisors
Industry Financial Services
Experience
True North Advisors   November 2014 - Present
Strategic Financial Planning, Inc.   February 2014 - September 2014
PFG Advisors  February 2013 - June 2013
Raymond James Financial Inc.  September 2008 - May 2010
American State Bank  July 2007 - September 2008
Community Bank/Bank of America   March 2003 - March 2004

Education
Texas Tech University   2011 — 2013
Bachelor's of Science, Personal Financial Planning, 4.0 Summa Cum Laude

Meredith Camp, CFP® Meredith Camp, CFP® Dallas, Texas Details
Meredith Camp, CFP®'s True North Advisors Experience November 2005 - November 2006
Job Director of Legacy and Leadership Gifts Dallas Symphony Orchestra
Industry Fund-Raising
Experience
Dallas Symphony Orchestra  January 2014 - Present
Dallas Symphony Orchestra  June 2012 - January 2014
Capital Advisors  July 2008 - April 2012
Genesis Women's Shelter  November 2006 - June 2008
True North Advisors   November 2005 - November 2006
Optimum Investment Advisors  1999 - 2005

Skills
Fundraising, Community Relations, Non-profits, Strategic Planning, Public Speaking, Leadership Development, Community Volunteer, Investment Advisory, Financial Planning, Wealth Management, Event Planning, Investments, Nonprofits, Strategic Financial..., Community Development, Volunteer Management, Business Development, Annual Giving, Financial Advisory, Financial Services, Grant Writing, Relationship Management, Philanthropy

Education
Baylor University - Hankamer School of Business   1989 — 1993
Bachelor of Business Administration (BBA), Finance with Empasis in International Business

Tara L. Scottino, CFP Tara L. Scottino, CFP Dallas, Texas Details
Tara L. Scottino, CFP's True North Advisors Experience November 2014 - Present
Job Vice President/Senior Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors   November 2014 - Present
Foundation For Financial Planning   2008 - Present
The Leukemia & Lymphoma Society  May 2007 - Present
Financial Planning Association - Dallas/Forth Worth   2000 - Present
Carter Financial Management  December 2007 - October 2014
Financial Planning Association  January 2011 - December 2013
The Capital Chart Room   February 2006 - November 2007
Carter Financial Management  June 2002 - January 2006

Skills
Retirement Planning, Employee Benefits, Securities, Personal Finance, Wealth Management, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Leadership, Estate Planning, FINRA, Strategic Financial..., Retirement, Investment Advisory, Finance, Financial Planners, Financial Planning, Mutual Funds, Series 7, Wealth

Education
Texas A&M University   1995 — 1997
Bachelor's degree

Tarleton State University   1993 — 1994

Dianne Henn Dianne Henn Greater Philadelphia Area Details
Dianne Henn's True North Advisors Experience February 2010 - Present
Job Senior Director, Product Management, Global and Higher Ed Division at Educational Testing Service (ETS)
Industry Management Consulting
Experience
True North Advisors   February 2010 - Present
The Healing Consciousness Foundation   October 2008 - Present
AG Technologies  August 2008 - Present
Educational Testing Service (ETS)   July 2013 - March 2014
NTT DATA Americas (formerly MISI Co., Ltd)   July 2003 - October 2008
NTT DATA Americas (formerly MISI Co., Ltd.)   July 1996 - October 2008
Prudential Insurance  1993 - 1996
Andersen Consulting (now Accenture)   1990 - 1993

Skills
Process Improvement, Management Consulting, Start-ups, Project Planning, New Business Development, Budgets, Management, Mergers, Sales, Proposal Writing, Integration, Business Process, Risk Management, Marketing, Vendor Management, Negotiation, Program Management, Business Analysis, Mergers, Strategic Planning, Strategy

Education
La Salle University   1996 — 1998
MBA, specialization in Organizational Management

Rider University   1986 — 1990
BS, Dual Majors: 1. Decision Sciences & Computers, 2.Marketing

Hafizan Hamzah Hafizan Hamzah Dallas/Fort Worth Area Details
Hafizan Hamzah's True North Advisors Experience February 2009 - January 2010
Job Financial Analyst at ALM First Financial Advisors
Industry Investment Management
Experience
ALM First Financial Advisors  January 2010 - Present
True North Advisors   February 2009 - January 2010
Harvard Companies   August 2008 - January 2009

Education
Southern Methodist University - Cox School of Business   2006 — 2009
BBA, Finance, Economics

Daniel Archer, CFP Daniel Archer, CFP Dallas/Fort Worth Area Details
Daniel Archer, CFP's True North Advisors Experience August 2006 - December 2010
Job Founding Principal at ACT Wealth Management, LLC
Industry Financial Services
Experience
ACT Wealth Management, LLC   December 2010 - Present
True North Advisors   August 2006 - December 2010
Merrill Lynch  1998 - 2002

Education
Baylor University - Hankamer School of Business   1990 — 1994
BBA

Baylor University   1989 — 1994