Wealth Design Group
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Wealth Design Group Employees
Wealth Design Group November 2014 - Present
David Vendor's LLC May 2013 - Present
BBVA Compass March 2012 - March 2013
J. P Morgan Chase Bank June 2010 - March 2012
Alumni 2006 - 2009
Skills
Banking, Microsoft Office, Sales, Negotiation, Strategic Planning, Business Strategy, Loans, SQL, Credit, Derivatives, Sales Management, Management, Portfolio Management, Financial Analysis, Credit Analysis, Customer Service, Microsoft Excel, Relationship Management, Mutual Funds, Financial Services, Finance, Securities, PowerPoint, Public Speaking
Education
Capella University 2015 — 2019
Doctor of Philosophy (Ph.D.), Business Administration
Texas Southern University 2012 — 2013
Master of Business Administration (M.B.A.), Master's Degree
Texas Southern University 2006 — 2009
Bachelor's of Business Administration, Business Administration and Management, General
TCU 360 January 2015 - May 2015
the109 January 2015 - May 2015
POLITICO September 2014 - December 2014
CollegeSpun.com June 2013 - December 2013
KillerFrogs.com August 2012 - December 2013
Wealth Design Group June 2011 - August 2011
Skills
Sports, Blogging, Facebook, AP Style, Social Media, Journalism, Editing, Media Relations, Social Networking, News Writing, Press Releases, Newspapers, Storytelling, Public Relations, Event Planning, Public Speaking, PowerPoint, Strategic Communications, Broadcast Journalism, Social Media Marketing
Education
Northwestern University 2015 — 2016
Master's Degree, Journalism
Texas Christian University 2011 — 2015
Bachelor’s Degree, Journalism
San Francisco 49ers October 2014 - Present
Wealth Design Group October 2013 - March 2014
National Football League August 2012 - October 2013
San Francisco 49ers 2005 - 2012
San Francisco 49ers April 2002 - April 2005
Sand Hill Capital June 1999 - September 2001
Skills
Sports, Sports Marketing, Training, Sports Management, Sponsorship, Public Speaking, Fundraising, Social Networking, Event Management, Leadership, Football, Sales, Marketing Strategy, Venture Capital, Team Building, Wealth Management, Personal Finance, Strategic Financial..., Life Insurance, Start-ups, Event Planning, Facebook
Education
Stanford University 1998 — 2002
Public Policy, Economics
Katy High School 1994 — 1998
High School Diploma, Texas High School Football
New York Life Insurance Company October 2014 - March 2015
Wealth Design Group July 2013 - October 2014
JP Morgan Chase Bank April 2007 - April 2013
JPMorgan Chase April 2004 - April 2013
JPMorgan Chase January 1999 - April 2007
Factory of Electronics "Livnica" Kikinda Yugoslavia 1989 - 1993
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Outlook, Writing, Microsoft Power Point, Lotus Notes, Windows 7, Internet, Innovation, Legal Issues, Compliance, Exceptional Listener, Exceptional Communicator, Exceptionally Organized, Work Ethic, Dependable Team Player, Company software..., Personal Development, Problem Solving, Analysis, Delegation, Foreign Languages, Coaching, Multi Tasking, Computer Hardware, Computer Proficiency, Designs, Fast Learner, Business Letters, Government Agencies, Influence Others, Project Coordination, Research, Investigation, Team Leadership, Process Improvement, Implementer, Productivity, Efficiency, Database Administration, Reports, Executive Management, Confidentiality, Meet Deadlines, Phone Skills, Creative Solutions, Highly motivated..., Independence, Microsoft Visio
Education
DeVry University-Illinois 2013 — 2015
Technical Management, Information Technology
Houston Community College 2001 — 2003
Associate of Science (A.S.), Financial Management, 4.0
Houston Community College System Central College 2001 — 2003
AAS degree, Finance and Banking
Houston Community College System Central College
Associate of Science (A.S.), Finance and Financial Management Services
College of Advanced Technologies 1985 — 1989
Associate's degree, General Electronics
Wealth Design Group April 1986 - Present
Houston, TX April 1986 - Present
Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Strategic Financial..., Long-term Care, Retirement Planning, 401k, Term Life Insurance, Financial Planners, Investments, Estate Planning, Retirement, Wealth, Strategic Planning, Customer Service, Financial Planning
Education
Kent State University
BP August 2011 - Present
Spectra Energy August 2011 - May 2012
RedBull North America Inc January 2011 - November 2011
Wealth Design Group July 2010 - August 2010
Skills
Customer Service, Access, Microsoft Word, SAP, Oil/Gas, Leadership, Energy, Microsoft Excel, Advertising, PowerPoint, Petroleum, Management, Time Management, Training, Accounting, Marketing, Logistics, Microsoft Office, Pipelines, Oil & Gas Industry, Natural Gas
Education
University of Houston 2008 — 2013
BBA in Finance Global Energy Management, Business
Merrill Lynch October 2014 - Present
Wealth Design Group February 2014 - October 2014
The Woodlands Country Club September 2008 - March 2009
Scoops Ice Cream May 2006 - August 2008
Skills
Leadership, Microsoft Office, Team Leadership, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Finance, PowerPoint, Committed to..., Organization, Motivation, Work Ethic, Presentations, Communication, Financial Analysis, Fundraising, Financial Modeling, Financial Reporting, Business Strategy, Strategic Planning, Banking, Research, Sales, Networking
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Texas A&M Study Abroad 2012 — 2012
International Finance
Blinn College 2009 — 2010
Business Administration and Management, General
Watco Companies LLC January 2015 - Present
Sozo Photography & Marketing Solutions January 2010 - Present
ConocoPhillips July 2011 - January 2015
ConocoPhillips February 2011 - January 2015
Wealth Design Group May 2011 - July 2011
Wealth Design Group November 2010 - May 2011
Teletrac January 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, SAP, Outlook, Administrative..., PowerPoint, Access, Microsoft Word, Contract Management, Project Management, SharePoint, System Administration, Software Documentation, Procurement, Project Coordination, Visio, Customer Service, Process Scheduler, Human Resources, Photoshop, Occupation Health..., Livelink, Marine Documentation, Administrative to..., Administrative to HSE, Administrative to..., Project Planning, Marketing, Sales, Account Management
Education
University of Phoenix 2008 — 2012
Bachelor of Science, Business
University of Houston 2005 — 2007
Continuation of course studies, Bachelor in Science, Businesss
Wealth Design Group March 2015 - Present
Medifr May 2013 - December 2014
Whitney Bank August 2010 - September 2012
Wells Fargo 2005 - 2010
Wells Fargo 2004 - 2005
Skills
New Business Development, Cross Selling, Portfolio Management, Credit Analysis, Credit, Finance, Commercial Banking, Management, Leadership, Relationship Management, Treasury Management, Financial Services, Analysis, Banking, Commercial Lending, Loans, Sales, Financial Analysis, Small Business Lending, Wealth Management, Healthcare, Sales Operations, Team Building, Customer Service, Business Development
Education
University of St. Thomas (TX) 2000 — 2002
MBA, Finance, 3.95
Southern Methodist University 1995 — 1999
BBA, Finance, 3.3
Wealth Design Group July 2010 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Insurance, Investments, Strategic Financial..., Securities, Wealth, Health Insurance, Wealth Accumulation, Accounting, Retirement, Team Building, Small Business, Risk Management, Strategic Planning, Fundraising, Customer Service, Business Planning, Banking, Budgets, Mergers & Acquisitions, New Business Development, Entrepreneurship
Education
American College 2009 — 2010
LUTCF
State of Texas Licenses 2004 — 2006
Loyola University New Orleans 1991 — 1994
BA, Communications
Universidad de Panamá 1982 — 1986
Journalism
C.O.D. Properties 2014 - Present
Wealth Design Group January 2013 - Present
- 2012 - Present
COD Financial 2008 - 2011
Principal Financial Group 2007 - 2008
NASA Johnson Space Center 2006 - 2007
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Financial Advisory, Securities, Financial Services, Retirement, Life Insurance, Business Analysis, IRAs, Management, Financial Risk, Financial Reporting, Forecasting, Insurance, Wealth Management, Budgets, Risk Management, Contract Management, Cash Management, Entrepreneurship, Microsoft Excel, Real Estate Investments, Real Estate
Education
Houston Baptist University - College of Business and Economics 2000 — 2004
MBA
University of Arkansas at Fayetteville 1988 — 1995
BSBA
Dickinson High School
Wealth Design Group January 2015 - Present
Houston Technology Center June 2014 - November 2014
Pesek, Helms & Turner, LLP June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Social Media, Data Analysis, Leadership, Event Planning, Editing, Finance, Market Research, SQL
Education
Texas A&M University 2010 — 2014
Bachelor of Science (BS), Economics
The Service Center, Ltd. February 2015 - Present
Wealth Design Group March 2014 - January 2015
ADP November 2013 - February 2014
Capital Commercial Investments, Inc. September 2012 - February 2013
Dunamis Realty Group, LLC August 2011 - March 2012
Skills
Social Networking, Social Media, Real Estate, Microsoft Office, Direct Marketing, Customer Service, Online Marketing, Online Advertising, Social Media Marketing, Market Research, Human Resources, Strategy, Management, Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Marketing, 3.7
Wealth Design Group July 2015 - Present
Pusch & Nguyen Law Firm LLP June 2015 - Present
Lawrence F. Labanowski & Associates May 2015 - Present
Lawrence F. Labanowski & Associates February 2013 - May 2015
Horrigan & Goehrs, L.L.P. July 2014 - November 2014
Harris County Probate Court No. 2 June 2014 - August 2014
JPMorgan Chase May 2008 - December 2011
Metropark May 2007 - December 2007
Metropark August 2006 - December 2007
Skills
Westlaw, Financial Services, Microsoft Excel, Microsoft Office, Financial Analysis, Banking, PowerPoint, Microsoft Word, Sales, Finance, Outlook, Research, Courts, Insurance, Bankruptcy, Customer Service, Legal Research, Public Speaking
Education
South Texas College of Law 2012 — 2014
Juris Doctor
University of Houston 2002 — 2007
Bachelor of Science, Retailing and Consumer Science
Aerofit Health and Fitness December 2014 - Present
Wealth Design Group October 2014 - December 2014
Infinity VIP May 2013 - August 2013
Skills
Marketing, Facebook, Sales, Microsoft Office, PowerPoint, Leadership, Analysis, Time Management, Financial Analysis
Education
Texas A&M University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Wealth Design Group 2006 - July 2010
Merrill Lynch May 2002 - March 2004
Compaq Computer May 1998 - October 2001
Skills
Retirement Planning, Strategic Financial..., Strategy, Business Development, Investments, Entrepreneurship, Small Business, Management, Finance, Wealth, Securities, Strategic Planning, Financial Advisory, Employee Benefits, Mergers & Acquisitions, Wealth Management, New Business Development, Credit, Leadership, Retirement, Managerial Finance, Business Planning, Asset Management, Estate Planning, Financial Modeling
Education
University of Houston 1991 — 1994
MBA, Finance, Marketing
Merrill Lynch January 2011 - Present
Wealth Design Group 2009 - December 2010
Bristol Myers Squibb 1997 - 2008
Steves & Sons Millwork Manufacturing 1995 - 1997
Automatic Data Processing 1995 - 1995
Merrill Lynch 1994 - 1995
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Insurance, Sales Management, Team Building, Leadership, Strategy, Problem Solving, Public Speaking, Emotional Intelligence, Management, Account Management, Financial Analysis, Wealth Management, Small Business, Uniform Combined State..., Series 7, Investment Advisory, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Financial Planning
Education
Texas State University-San Marcos 1992 — 1994
BBA, Marketing
Wealth Design Group 2009 - Present
Burlington Resources 1995 - 2002
Dow Chemical 1989 - 1994
Education
University of Missouri-Columbia 1985 — 1989
BSChE, Chemical Engineering
Wealth Design Group 2009 - May 2011
Foodmaker Inc May 1997 - April 2009
Skills
Strategic Financial..., Retirement, Employee Benefits, Disability Insurance, Retirement Planning, Long-term Care, Life Insurance, Insurance, PowerPoint, Wealth Accumulation, Asset Management, Fixed Annuities, Series 7, Investments, Recruiting, 529 Plans
Education
Webster University 1981 — 1982
Masters of Art, Business Management
Texas A&M University-Commerce 1974 — 1978
B.S., Business, History
Webster University
Masters of Art, Business Management
Wealth Design Group November 2012 - Present
Wealth Design Group 2012 - 2013
Education
Texas State University-San Marcos 2006 — 2010
Bachelor of Arts (B.A.), Electronic Media
Texas Tech University 2003 — 2004
Wealth Design Group August 2012 - Present
Klein United Methodist Church May 2006 - April 2012
Klein United Methodist Church May 2006 - April 2012
Holley Jet Center March 2005 - March 2006
Holley Jet Center March 2005 - March 2006
Blue Water Boil June 2003 - July 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Teaching, HTML
Education
Sam Houston State University 2006 — 2010
B.S, General Business Administration Minor in Criminal Justice
Wealth Design Group August 2015 - Present
Tradition Roofing and Construction March 2015 - Present
One Venture March 2015 - Present
Target June 2014 - February 2015
Enterprise Rent-A-Car April 2013 - July 2014
Golds Gym Elite January 2012 - December 2012
WorldnetSoccer Club August 2011 - December 2012
Skills
Analytical Reasoning, Sales, Networking, Marketing, Goal Setting, Building Relationships, Customer Service, Management, Microsoft Office, Time Management, Public Speaking
Education
Grand Canyon University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Grand Canyon University