Wealth Development Strategies, L.P.
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16 Wealth Development Strategies, L.P. employees in database. Find out everything there's to know about Wealth Development Strategies, L.P. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wealth Development Strategies, L.P. Employees
Bank of America Merrill Lynch August 2015 - Present
Management Leadership for Tomorrow July 2013 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - August 2014
Merrill Lynch October 2013 - April 2014
Wealth Development Strategies, L.P. May 2013 - July 2013
Fe y Justicia Worker Justice Center August 2012 - December 2012
Skills
Finance, Research, PowerPoint, Strategic Financial..., Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Time Management, Economics, Spanish, Data Analysis, Financial Planning, Leadership, Investments, SPSS
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis
Alfred M. Barbe High School 2007 — 2011
Prudential Financial May 2015 - Present
University of Houston Bauer College of Business September 2014 - Present
Ameriprise Financial Services, Inc. December 2014 - May 2015
Midtown Financial Group, LLC August 2014 - December 2014
Wealth Development Strategies, L.P. May 2014 - August 2014
Hair Pop June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Outlook, Time Management, Sales, Data Analysis, Access, Financial Analysis, Leadership, Analysis
Education
University of Houston 2012 — 2016
Bachelor of Science (BS), Economics
University of Houston
Bachelor of Science (B.Sc.), Economics
BP May 2011 - Present
Wealth Development Strategies, L.P. January 2011 - May 2011
IMG Financial Group, Inc. January 2008 - November 2010
Skills
Recruiting, Sourcing, Project Planning, New Hire Orientations, Talent Acquisition, College Recruiting, Applicant Tracking..., Executive Search, Onboarding, Succession Planning, Talent Management, Employee Relations, Technical Recruiting, Human Resources, Employee Benefits, HRIS, Internet Recruiting, Deferred Compensation, Insurance, Resume Writing, Hiring, Marketing, Strategy, Leadership, Management, Program Management
Education
Stephen F. Austin State University 2000 — 2004
Bachelor of Science (B.S.), Fashion Merchandising and Marketing
Wealth Development Strategies, L.P. August 2014 - Present
Uliva & Associates April 2011 - August 2014
State Farm November 2009 - April 2011
Skills
MBA, Data Analysis, Financial Statement..., Strategic Financial..., Revenue Analysis, Strategic Planning, Marketing Strategy, Market Analysis, Microsoft Excel, Microsoft Word, Financial Analysis, Communication Skills, Personal Financial..., Technical Writing, Estate Planning, Retirement Planning, Personal Finance, Investments, Asset Management, Finance, Disability Insurance, Creative Writing, Property & Casualty..., Long-term Care, College Savings Plans, College Funding..., Compensation & Benefits..., Retirement Benefits, Marketing, Life Insurance, Social Networking, Sales, Life & Health Insurance..., IRAs, Employee Benefits, Retirement, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Portfolio Management, Event Planning
Education
University of Houston-Clear Lake 2010 — 2013
Master of Business Administration (MBA), General Studies
Point Loma Nazarene University 2006 — 2008
Bachelor of Science (BS), Journalism
San Jacinto College 2004 — 2005
Wealth Development Strategies, L.P. February 2003 - July 2013
Wealth Development Strategies, L.P. July 2011 - January 2013
Skills
Social Media Marketing, Strategy, Marketing, Recruiting
Education
University of Houston 2003 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
NextEra Energy, Inc. October 2014 - Present
Wealth Development Strategies, L.P. June 2014 - Present
Independent Consultant January 2014 - Present
Audubon Engineering September 2012 - November 2013
Petro Staff America November 2011 - September 2012
Brunel October 2010 - October 2011
The Global Edge Consultants May 2008 - October 2010
NES Overseas USA, LLC 2003 - 2007
Mary Kay Cosmetics /Senior Consultant 2004 - 2006
Fircroft June 2001 - February 2003
Skills
Technical Recruiting, Account Management, New Business Development, Oil, Upstream, EPC, Downstream, Executive Search, Budgets, Applicant Tracking..., Career Counseling, Cold Calling, Contract Management, Contract Negotiation, Downstream Oil, Energy, Energy Industry, LNG, Recruiting, Petroleum, Human Resources, Business Development, Talent Acquisition, Training, Petrochemical, Interviews, Oil & Gas Industry, Sourcing, Sales, Pipelines, Onshore, Gas, Screening Resumes, Team Building, Operations Management, Project Control, Employee Benefits, Offshore Drilling, Downstream Oil & Gas, Drilling, Procurement, Start-ups, Negotiation, Permanent Placement, Team Management, Recruitment Advertising, Engineering, Temporary Placement, Oil/Gas, Oil & Gas
Education
Florida Agricultural and Mechanical University
Business Administration and Management
Millard North High School
High School Diploma
Verde Wealth Group, LLC August 2010 - Present
Wealth Development Strategies, L.P. August 2009 - July 2010
Patlyn Consulting Group, LLC January 2006 - August 2009
Compass Bank June 1994 - December 2005
Oynx Asset Management May 1990 - May 1994
Skills
Retirement Planning, Estate Planning, Risk Management, Securities, Banking, Wealth Management, Strategic Planning, Asset Management, Small Business, Investments, Asset Allocation, Insurance, Business Planning, Long Term Care, Financial Analysis, Retirement, Investment Advisory, Financial Modeling, Business Strategy, Financial Planning, Series 7, Budgeting, Cash Flow, Tax, Portfolio Management, Financial Reporting, Equities, Employee Benefits
Education
The University of Texas at San Antonio 1992 — 1994
Masters
Texas A&M University 1982 — 1986
Bachelors
Calderwood Financial Strategies February 2015 - Present
Wealth Development Strategies, L.P. February 2013 - June 2014
Houston Financial Center October 2000 - February 2008
Skills
Financial Analysis, Morningstar Composites, Cash Flow Forecasting, Strategic Financial..., Portfolio Assessment, Investment Strategies, Microsoft Office, Retirement Planning, Microsoft Excel, Insurance, Finance, Portfolio Management, Asset Management, Wealth Management, Investments, Financial Planning
Education
University of Houston-Downtown 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General/International Finance
Move It Management July 2015 - Present
Savy Realty & Acquisition Inc. March 2015 - Present
Wealth Development Strategies, L.P. August 2014 - July 2015
Wealth Development Strategies, LLC April 2014 - July 2014
Move It Management July 2013 - April 2014
Skills
Microsoft Word, Microsoft Office, PowerPoint, Marketing, Customer Service
Education
Oklahoma State University
Bachelor of Science (BS), Economics
National Signs, Ltd. August 2011 - October 2012
CG Artist Management August 2009 - August 2011
Wealth Development Strategies, L.P. February 2008 - August 2009
Skills
Microsoft Office, Event Planning, Outlook, Project Management, Marketing, Sales, Customer Service, Executive Support, Travel Planning, Management, Writing, Conflict Resolution, Time management, Copy Editing, SEO Copywriting, Social Media
Education
University of Southern California 2009 — 2011
Master's degree, Communication Management
University of St. Thomas (TX) 2004 — 2008
Bachelor of Arts (B.A.), Liberal Arts, Communication, Political Science
Kickerillo Companies August 2012 - Present
Wealth Development Strategies, L.P. March 2010 - August 2012
Kindred Enterprises March 2008 - March 2010
Education
University of St. Thomas (TX) 2011 — 2013
Liberal Arts, Communications & Marketing
Texas A&M University 2004 — 2007
Wealth Development Strategies, L.P. December 2011 - Present
MetLife January 2009 - December 2011
Self Employeed / Financial Industry December 2003 - December 2008
Skills
Strategic Planning, Customer Service, Public Speaking, Portfolio Management, Microsoft Office, Due Diligence, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, HTML, Budgets
Education
Angelo State University 1997 — 1999
Bachelor's Degree, Business Administration and Management, General
Babson College
Entrepreneurial, Institute for Entrepreneurial Leadership & Advancement
San Jacinto College
Associate's Degree, Process Technology
University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program, Delivering Solutions for Small Business Owners
The Karp Financial Planning Group, L.L.C. January 2007 - Present
Wealth Development Strategies, L.P. January 1997 - January 2007
Skills
Retirement Planning, Asset Allocation, Wealth Management, Strategic Financial..., Securities, Financial Advisory, Financial Services, Finance, FINRA, Mutual Funds, Portfolio Management, Insurance, Series 63, Investment Strategies
Education
Rice University - Jesse H. Jones Graduate School of Business 2000 — 2002
Stephen F. Austin State University 1986 — 1991
Bachelor of Business Administration (BBA), Economics/Finance
Executive Search Firm June 2013 - Present
Career Education Corporation October 2008 - June 2013
Wealth Development Strategies, L.P. December 2007 - April 2009
Corinthian Colleges November 2005 - October 2007
Corinthian Colleges Incorporated October 2005 - November 2006
Southwest Key Program September 2001 - October 2005
Skills
Hiring, Supervisory Skills, Event Management, Team Leadership, Situational Leadership, Recruiting, Event Planning, Budgets, Employee Relations, Team Building, Human Resources, Staff Development, Marketing, Strategic Planning, Coaching, Teaching, Leadership Development, Career Counseling, Time Management, Management, Sourcing, Training, Interviews, Public Speaking, Public Relations, Budgeting, Recruitment, Employment Management, CRM, Organizational..., CampusVue, Strategy, Temporary Placement, Job Search Strategies, Job Coaching, Resume Writing, Leadership, Enrollment Management, Sales, Executive Search, College Recruiting, Campus, Retaining Customers, Conflict Resolution, Admissions, Employee Training, PeopleSoft, Interview Preparation
Education
American InterContinental University 2010 — 2011
MBA, Project Management
American InterContinental University 2010 — 2011
MBA, Project Management
Tougaloo College 1996 — 2001
Bachelor of Arts Degree, History
MetLife Premier Client Group of Houston an Office of MetLife November 2014 - Present
MBM Advisors July 2012 - 2013
Wealth Development Strategies, L.P. July 2010 - June 2012
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney July 2007 - September 2008
Woodway Financial Advisors July 2000 - July 2007
The GMS Group LLC January 1994 - July 2000
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Portfolio Management, Retirement Planning, Finance, Estate Planning, Financial Modeling, Bonds, Wealth Management..., Financial Services, Financial Planners, Wealth, High Net Worth..., Friendly Personality, Financial Planning, Investment Advisory, Comprehensive Wealth..., Cash Flow, Philanthropic Planning, Wealth Transfer Planning, Educational Planning, Needs Analysis, Department Management, Spanish, Bloomberg Terminal, Thompson One, Zephyr Style Advisor, Zephyr Allocation..., Morningstar Principia, Morningstar Office, Investment Research, Series 66
Education
University of Houston 1990 — 1995
BBA, Finance