Wealth Management Strategies
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Wealth Management Strategies Employees
BCJ Capital Management May 2012 - Present
AXA Advisors May 2012 - May 2015
Wealth Management Strategies May 2012 - May 2015
Wells Fargo August 2009 - April 2012
The Church of Jesus Christ of Latter-day Saints March 2006 - March 2008
Skills
Investment Advisory, Life Insurance, Investment Management, Financial Analysis, Investments, Retirement Planning, Finance, Financial Services
Education
University of Utah - David Eccles School of Business 2008 — 2012
Bachelor's Degree, Finance
University of Utah - College of Humanities 2008 — 2012
Minor, Mandarin Chinese
The American College 2015 — 2016
CFP, Financial Planning
Wealth Management Strategies April 2014 - Present
AXA Advisors April 2014 - Present
9 Points Realty October 2013 - Present
Coldwell Banker Residential Brokerage July 2012 - October 2013
MD Webb & Assoc August 2008 - January 2012
REO World March 2007 - August 2008
Pebble Beach Company July 2006 - March 2007
Skills
Financial Analysis, Retirement Planning, Financial Services, Investment Strategies, Investments, Estate Planning, Strategic Financial..., Finance, Investment Management, Business Strategy, Customer Service, Sales, Strategy, Strategic Planning, Investors, Real Estate, REO, Foreclosures, HUD, Short Sales, Property, First Time Home Buyers, Investment Properties, Property Management, Sellers, SFR, Contract Negotiation, Loss Mitigation, Real Estate Transactions, Condos, Single Family Homes, Marketing, Negotiation, Relocation, Referrals, Leadership
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration, Business Management
MSH Insurance May 2012 - Present
Wealth Management Strategies May 2009 - May 2012
Basil's Pizza & Restaurant March 2009 - May 2011
Skills
Strategic Planning, Customer Service, Financial Analysis, Business Analysis, Communication, Project Management, Mathematics, Marketing Research, Online Research
Education
East Carolina University 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Northern Nash High School 2003 — 2007
Regions Financial Corporation February 2015 - Present
Bailey Insurance Group January 2004 - February 2015
Legal Shield 1995 - 2013
RBS Building Materials 2000 - 2006
Wealth Management Strategies 1995 - 1998
Prudential Financial January 1991 - 1995
Skills
Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Financial Planners, Estate Planning, Pre-Paid Legal Services, Investments, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance
Education
Indiana University Bloomington
General Studies
WEALTH MANAGEMENT STRATEGIES June 2002 - Present
Morgan Stanley Dean Witter November 1991 - June 2002
LG Corporation September 1988 - August 1991
Education
Temple University 1986 — 1988
MJ, JOURALISM
Wealth Management Strategies January 2009 - Present
Tulsa Area United Way 1993 - Present
Tulsa Chapter of Financial Planning Association 2009 - 2010
Business Financial Group March 2005 - December 2008
Warton Archon Corporation 1992 - 2005
Memorex Telex Corporation 1987 - 1992
Norris Division of Dover Corporation 1982 - 1987
Nordam - LORI 1977 - 1982
Ernst & Young 1975 - 1977
Skills
Tax, Business Planning, Risk Management, Wealth Accumulation, Estate Planning, Retirement Planning, Financial Planning, Retirement, Wealth Management, Insurance Planning, Long Term Care, Wealth, Investments, Asset Protection, Annuities, Disability Insurance, 401k, Inheritance Tax Planning, IRA's, Asset Management, Wealth Transfer, Savings, Pensions, Compliance, Investment Advisory, Asset Allocation, Long-term Care, Financial Advice, Charitable Giving, Portfolio Management, Financial Analysis, Retirement Income..., Investment Strategies, Financial Advisory, Personal Finance, Series 7, Wealth Preservation, Small Business, Comprehensive Wealth...
Education
University of Tulsa 1973 — 1975
BSBA, Accounting
Cameron University 1971 — 1973
Associate of Arts (AA), Computer Science
Wealth Management strategies August 2013 - December 2013
Brigham Young University April 2013 - August 2013
Brigham Young University August 2011 - April 2012
Skills
Teaching, Tutoring, Higher Education, Research, Stata, SPSS, Statistics, Public Speaking, Editing, Curriculum Design, University Teaching, Mathematica, Spanish, Matlab, LaTeX, Qualtrics, Curriculum Development, PowerPoint, Qualitative Research, College Teaching, Student Development
Education
Brigham Young University 2009 — 2015
Wealth Management Strategies October 2003 - Present
Morgan Stanley April 1990 - September 2003
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Pensions, New Business Development, Account Management, Life Insurance Planning, Long-Term Care Planning..., Investment Planning
Education
California State University-Fullerton 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Clinton Brown Financial May 2012 - Present
BCJ Capital Management February 2014 - Present
The Pension Dilemma May 2012 - Present
Wealth Management Strategies January 2009 - April 2012
AXA Advisors February 2001 - April 2012
Yucaipa Valley Chamber of Commerce January 2007 - December 2008
AXA Advisors November 2005 - December 2008
The Arizona Republic May 2000 - February 2001
Quepasa Corporation September 1997 - May 2000
Skills
Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Insurance, Investment Strategies, Investment Advisory, 401k, Small Business, Life Insurance, Financial Planning, Fixed Annuities, Finance, Wealth Management, Series 7, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, Asset Management, Fundraising, Asset Allocation, Disability Insurance, Employee Benefits, Strategic Financial..., Securities, Series 63, Term Life Insurance, Health Insurance, Pensions, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
Finance, Finance
Brigham Young University 1996 — 1998
Associates, Business
Brigham Young University - Idaho 1993 — 1994
Associates, General Education
Wealth Management Strategies January 2015 - Present
Jackson Hewitt Tax Service January 2008 - April 2014
Pitney Bowes April 2001 - April 2007
Shayna International Inc. December 1975 - December 2000
Skills
Customer Service, Sales, Leadership, Strategic Planning, Team Building, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Public Speaking
Education
Georgia State University 1970 — 1974
BBA, Management
Henry Grady High School 1965 — 1970
Wealth Management Strategies January 1996 - Present
New York Life Insurance Company 1990 - 2011
Cottage Health System January 1986 - June 1990
Cottage Health System 1986 - 1990
Skills
Retirement Planning, Licensed Life Insurance..., Estate Planning, Legacy Planning, Business Succession..., Business, Plannning, Life Insurance, Retirement, Long-term Care, Succession Planning, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Disability Insurance, IRAs, Financial Planners, Mortgage Lending, Term Life Insurance, Whole Life, Wealth, Series 63, Small Business, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, 401k, Health Insurance, Financial Advisory, Investment Strategies, Investments, College Savings Plans, Asset Allocation, Financial Services, Insurance, Series 6, Alternative Investments, Buy-sell Agreements, Employee Benefits, Trusts, Health Savings Accounts, Personal Finance, Asset Management, Roth IRA, Financial Planning
Education
Vassar College 1976 — 1978
General Education
University of Southern California 1981 — 1983
Studied Political Science, Studied Accounting
University of California, Santa Barbara 1984 — 1986
Bachelor of Arts (B.A.), Economics, Political Science, Black Studies
PNC 2014 - Present
BNY Mellon June 2013 - 2014
Wealth Management Strategies February 2011 - April 2013
Edward Jones August 2008 - February 2011
Transamerica Asset Management July 2007 - August 2008
Transamerica Asset Management December 2004 - July 2007
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent Technologies/Avaya August 1977 - January 2003
AT&T/Lucent technologies/Avaya August 1977 - January 2003
Skills
Administrative..., Spreadsheets, Telephone Skills, Fax, Financial Services, Confidentiality, Data Entry, Calendars, Outlook, Office Administration, Travel Arrangements, Organization &..., Office Management, PeopleSoft, Office Equipment, Call Center, Insurance, Highly detail oriented, Appointment Scheduling, Access, Credit, Customer Service, Phone Coverage, Work Without Supervision, Handle Confidential..., Handle Multiple..., Gatekeeping, Message Taking, High level of..., Interact with All..., Office Equipment..., Office Equipment..., Microsoft Office 2007, Customer Retention, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Internet Explorer, Records Management, Database Admin, Troubleshooting, Administrative Work, Schedules, Supervisory Skills, Transaction Processing, Voice Mail, Client Relations Skills, Invoicing, Call Centers
Education
St. Petersburg College 1998 — 2004
Telecommunications Engineering
Pennsylvania State University-Penn State Greater Allegheny 1992 — 1994
Business Management, Certificate
Penn Hills Senior High School 1969 — 1973
Wealth Management Strategies April 1979 - Present
Skills
Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Asset Management, Insurance Planning, Retirement, Long Term Care, Investment Strategies, Social Security Planning, Social Security..., Long-term Care, Asset Allocation, Series 7, Financial Planners
Education
University of Alabama