Wealth Design Group

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Wealth Design Group Employees

Employee
Years
Job
Industry
Allen David Allen David Houston, Texas Area Details
Allen David's Wealth Design Group Experience November 2014 - Present
Job Financial Analyst David Vendor's LLC
Industry Financial Services
Experience
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

Jordan Ray Jordan Ray Missouri City, Texas Details
Jordan Ray's Wealth Design Group Experience June 2011 - August 2011
Job Graduate Student at Northwestern University
Industry Sports
Experience
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

Eric Heitmann Eric Heitmann San Carlos, California Details
Eric Heitmann's Wealth Design Group Experience October 2013 - March 2014
Job 49er Foundation Board
Industry Investment Management
Experience
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

Mirzeta Colic Mirzeta Colic Houston, Texas Details
Mirzeta Colic's Wealth Design Group Experience July 2013 - October 2014
Job Student at DeVry University
Industry Information Technology and Services
Experience
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

Mollie Hardesty Mollie Hardesty Houston, Texas Area Details
Mollie Hardesty's Wealth Design Group Experience April 1986 - Present
Job Account Manager at Wealth Design Group
Industry Financial Services
Experience
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

Travis White Travis White Houston, Texas Area Details
Travis White's Wealth Design Group Experience July 2010 - August 2010
Job BP Lease & Title Analyst
Industry Oil & Energy
Experience
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

Matthew Lentz Matthew Lentz Houston, Texas Area Details
Matthew Lentz's Wealth Design Group Experience February 2014 - October 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Nicole Hicks Nicole Hicks Deridder, Louisiana Details
Nicole Hicks's Wealth Design Group Experience May 2011 - July 2011
Job Operations Analyst at Watco Companies LLC
Industry Transportation/Trucking/Railroad
Experience
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

Sylvan Schwartz Sylvan Schwartz Houston, Texas Area Details
Sylvan Schwartz's Wealth Design Group Experience March 2015 - Present
Job Financial Representative at Wealth Design Group
Industry Hospital & Health Care
Experience
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

Marta Molina Marta Molina Houston, Texas Area Details
Marta Molina's Wealth Design Group Experience July 2010 - Present
Job
Industry Financial Services
Experience
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

Charles O. Downey Jr, MBA Charles O. Downey Jr, MBA Houston, Texas Area Details
Charles O. Downey Jr, MBA's Wealth Design Group Experience January 2013 - Present
Job President at C.O.D. Properties
Industry Financial Services
Experience
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

Andrew Milazzo Andrew Milazzo Houston, Texas Details
Andrew Milazzo's Wealth Design Group Experience January 2015 - Present
Job Associate at Wealth Design Group
Industry Financial Services
Experience
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

Jessica Acord Jessica Acord Houston, Texas Area Details
Jessica Acord's Wealth Design Group Experience March 2014 - January 2015
Job Shell Oil NA Marketing & Fulfillment Coordinator
Industry Oil & Energy
Experience
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

Sarah Eng Koong Sarah Eng Koong Houston, Texas Details
Sarah Eng Koong's Wealth Design Group Experience July 2015 - Present
Job Attorney at Law
Industry Financial Services
Experience
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

David Godinez David Godinez Bryan/College Station, Texas Area Details
David Godinez's Wealth Design Group Experience October 2014 - December 2014
Job Sales Consultant at Aerofit Health and Fitness
Industry Health, Wellness and Fitness
Experience
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

Brent Johnson, CFA, CFP (R) Brent Johnson, CFA, CFP (R) Houston, Texas Area Details
Brent Johnson, CFA, CFP (R)'s Wealth Design Group Experience 2006 - July 2010
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
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

Tommy Tullo Tommy Tullo Houston, Texas Area Details
Tommy Tullo's Wealth Design Group Experience 2009 - December 2010
Job Merrill Lynch
Industry Financial Services
Experience
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

Carole Baker Carole Baker Houston, Texas Area Details
Carole Baker's Wealth Design Group Experience 2009 - Present
Job Vice President
Industry Financial Services
Experience
Wealth Design Group   2009 - Present
Burlington Resources  1995 - 2002
Dow Chemical  1989 - 1994

Education
University of Missouri-Columbia   1985 — 1989
BSChE, Chemical Engineering

Darrell Watson Darrell Watson Houston, Texas Details
Darrell Watson's Wealth Design Group Experience 2009 - May 2011
Job Financial Agent
Industry Financial Services
Experience
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

Tim Leeland Tim Leeland Houston, Texas Details
Tim Leeland's Wealth Design Group Experience November 2012 - Present
Job Field Representative
Industry Financial Services
Experience
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

Tristan Wright Tristan Wright Houston, Texas Area Details
Tristan Wright's Wealth Design Group Experience August 2012 - Present
Job Wealth Design Group/ Colonial
Industry Insurance
Experience
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

Daniel Martens Daniel Martens Houston, Texas Area Details
Daniel Martens's Wealth Design Group Experience August 2015 - Present
Job Financial Representative at Wealth Design Group
Industry Financial Services
Experience
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