Trust Management Network
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Trust Management Network Employees
Trust Management Network September 2015 - Present
Texas Community Financial Services, LLC 2012 - Present
Trust Management Network, LLC 2012 - Present
Trust Management Network June 2014 - September 2015
Trust Management Network June 2012 - June 2014
Knightsbridge Insurance Services, LLC September 2008 - June 2012
Austin Fire Department July 2006 - June 2012
Auburn Fire Department June 2002 - July 2006
United States Marine Corps 1998 - 2002
Skills
Securities, Financial Services, Investments, Wealth Management, Management, Series 7, Relationship Management, Business Development, Trust Services, Securities operations, Sales, Salesforce.com, Marketing Strategy, Client Development, Life Insurance, Website Development, Instructor-led Training
Education
Auburn University
Bachelor of Arts (B.A.)
Cannon Financial Institute
Marion Military Institute
High School
Rodan + Fields Dermatologists July 2013 - Present
MasonBaronet, Inc. May 2013 - Present
Westwood Trust September 2011 - April 2013
Trust Management Network December 2009 - September 2011
Knight Capital Group August 2005 - November 2009
PlainsCapital Bank August 2004 - August 2005
Direct Trading Institutional August 2002 - July 2004
Skills
Customer Relations, Series 7, Securities, Management, CRM, Customer Service, Direct Sales
Education
Texas A&M University - Mays Business School 1998 — 2002
BBA, Marketing
FleetPride May 2014 - Present
Verizon July 2012 - May 2014
Verizon April 2010 - July 2012
MHN April 2008 - May 2012
Trust Management Network March 2007 - May 2009
Georgia Southern University July 2005 - December 2005
Mississippi State University August 2000 - May 2005
YMCA Blue Ridge Assembly May 2003 - August 2003
Skills
Customer Service, PowerPoint, Excel, Budgeting, Mentoring, Windows, Word, Customer Relations, PeopleSoft, Benefits Administration, Policy Analysis, Financial Planning, Call Center, Front Office, Mental Health, Reconciling, Outlook, Supervisory Skills, Microsoft Office, Securities, Inventory Management, Team Building, Coaching, Financial Reporting, Performance Management, Organizational..., Leadership Development, Banking, Conflict Resolution, Policy, Training, Human Resources, Employee Benefits, Applicant Tracking..., Onboarding, Leadership, HRIS, Employee Relations, Management, Talent Management
Education
Jackson State University 2006 — 2006
Master's, Business Administration
Mississippi State University 2000 — 2004
Bachelor, Business Information Systems
Financial Industry Regulatory Authority (FINRA) January 2013 - Present
CAPIS March 2010 - January 2013
Trust Management Network February 2009 - September 2009
Penson Financial Services, Inc December 2007 - February 2009
1st Global Capital Corp. March 2006 - June 2007
Penson Financial Services, Inc November 1998 - March 2006
Skills
Equities, Securities, Bloomberg, Trading, Mutual Funds, Options, FINRA, Financial Markets, Financial Risk, FX Options, Finance, Financial Advisory, Series 7, Asset Allocation, Investments
Education
Southern Methodist University 1994 — 1998
Bachelor of Science, Economics w/ Financial Applications
Trinity Industries, Inc. June 2015 - Present
Trinity Industries, Inc. November 2014 - May 2015
Trinity Industries, Inc. April 2013 - December 2014
Trust Management Network January 2011 - April 2013
InSource Power February 2011 - December 2011
Waddell & Reed March 2010 - January 2011
Skills
Investments, Strategic Financial..., Customer Service, Securities, Strategic Planning, Finance, Risk Management, Process Improvement, Budgets, Banking, Mutual Funds, Coaching, Business Analysis, Financial Modeling, Predictive Maintenance, Team Building, Financial Planning
Education
Oklahoma State University
Bachelor's degree, Accounting and Finance
Bank of America February 2015 - Present
MoneyGram International July 2012 - January 2015
Trust Management Network July 2011 - July 2012
JPMorgan Chase February 2009 - July 2011
Fidelity Investments June 2008 - December 2008
Countrywide Home Loans December 2007 - July 2008
J.P October 2005 - November 2007
Skills
Anti Money Laundering, Finance, Account Reconciliation, Accounting, Financial Analysis, Management, Risk Management
Education
The University of Texas at Dallas
Bachelors of Science, Economics
Towers Watson June 2014 - Present
Leadership Worth Following, LLC January 2013 - May 2014
Trust Management Network August 2012 - December 2012
The BTI Consulting Group June 2011 - August 2012
Waters June 2011 - August 2011
Skills
Data Analysis, SPSS, Research, Organizational..., Leadership, Leadership Development, Human Resources, Market Research, Job Analysis, Executive Coaching, Executive Development, Interviews, Psychology, Organizational..., Assessment Center, Organizational Behavior, Personnel Selection, Analysis
Education
Natick High School
The University of Texas at Arlington
Master of Science (MS), Industrial and Organizational Psychology
Union College
Bachelor of Science (B.S.), Psychology
Trust Management Network August 2015 - Present
Trust Management Network May 2013 - August 2015
hawkeye August 2011 - May 2013
FKM June 2010 - August 2010
Skills
General Securities..., Wealth Management..., Mutual Funds, Trust Services, Banking, Account Reconciliation, Institutional..., Securities Market, Email Marketing, SEO, PowerPoint, Google Analytics, Google Adwords, Social Media Marketing, SEM, MS Project, Marketing Management, Project Coordination, Excel, Outlook, Direct Mail, Banner Ads, Advertising Sales, Online Marketing, Digital Marketing, Leadership Development, Leadership Mentoring, Word, Phone Sales, Group Presentations, Microsoft Word, Advertising, Telemarketing, Social Networking, Marketing, Microsoft Excel, Online Advertising, Integrated Marketing, Leadership
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (B.B.A.)
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.63
Financial Management Professionals April 2012 - July 2013
North Austin Medical Center March 2010 - April 2012
Trust Management Network May 2009 - December 2009
City of Frisco 2009 - 2009
Republic Bank & Trust December 2003 - July 2004
Republic Bank & Trust July 2003 - November 2003
RiskMetrics Group January 2001 - April 2003
Skills
Training, Mutual Funds, Management, Leadership, Finance, Accounting
Education
University of North Texas 2006 — 2008
MBA, Strategic Management
University of Oklahoma - Price College of Business 1999 — 2000
BBA, Finance
Omni Strategic Technologies June 2015 - Present
Trust Management Network June 2013 - Present
Automatic Feed Company October 2014 - May 2015
SunGard Trust Systems August 1992 - January 2013
Skills
Disaster Recovery, NT 4.0, Active Directory, SQL Server, Windows Server, IIS, TSO, Servers, Virtualization, Windows Server 2003, Clustering, SQL, Windows Server 2008, Group Policy, System Administration, Microsoft SQL Server, Cluster, SharePoint, Data Center, VMware, Business Analysis
Education
Northwest State Community College 2013 — 2013
Certificate, IT Specialist
Marshall University
Bachelor of Arts (B.A.), Journalism
Trust Management Network January 2014 - Present
Reliance Trust Company of Delaware June 2013 - August 2013
Citi Trust August 2012 - May 2013
US Trust June 2002 - November 2011
Skills
Trusts, Asset Management, Wealth, Portfolio Management, Asset Allocation, CRM, Tax, Estate Planning, Wealth Management..., Wealth Management, Investment Advisory
Education
University of North Texas 1974 — 1980
BS, Health and Physical Education/Fitness
Air Traffic Control 1985 — 1985
Certified Air Traffic Controller/Radar Supervisor, Air Traffic Control
Trust Management Network July 2008 - Present
Dallas National Bank January 2001 - July 2008
Skills
Banking
Education
Richland College 1996 — 1998
Trust Management Network February 2015 - Present
Bank of America October 1999 - January 2015
Southwest Securities, Inc. July 1999 - October 1999
Dominion Companies – Dallas, TX (name changed to Northstar Securities) May 1996 - July 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Mortgage Banking, Credit Risk, Portfolio Management, Loan Origination, Commercial Lending, Consumer Lending, Financial Analysis, Financial Risk, Small Business Lending, FHA, Credit Cards, Refinance
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Finance
Oakland Tech High School 1980 — 1983
Bachelor of Science (B.S.) in Finance, General Studies