Woodway Financial Advisors
Industry: Company
DescriptionFounded: 1982 Subsidiary: Woodway Financial Advisors, Investment Arm
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Woodway Financial Advisors Employees
Employee
Years
Job
Industry
Maria Asher Maria Asher's Woodway Financial Advisors Experience July 2014 - Present
Job Portfolio Manager/Research Analyst at Woodway Financial Advisors
Industry Investment Management
Experience
Woodway Financial Advisors July 2014 - Present
Cardinal Health December 2013 - June 2014
Cougar Investment Fund, LLC September 2010 - December 2011
Skills
Financial Analysis, Portfolio Management, Equities, Investments, Valuation, Trading, Financial Modeling, DCF, Equity Research, Asset Management, Analysis, Mutual Funds, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg, Securities, Capital Markets
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Finance, 4.0
Institute of Business Administration 2004 — 2008
BBA, Finance & MIS, 3.86
Woodway Financial Advisors July 2014 - Present
Cardinal Health December 2013 - June 2014
Cougar Investment Fund, LLC September 2010 - December 2011
Skills
Financial Analysis, Portfolio Management, Equities, Investments, Valuation, Trading, Financial Modeling, DCF, Equity Research, Asset Management, Analysis, Mutual Funds, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg, Securities, Capital Markets
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Finance, 4.0
Institute of Business Administration 2004 — 2008
BBA, Finance & MIS, 3.86
James (Jay) Henderson James (Jay) Henderson's Woodway Financial Advisors Experience May 1997 - May 2000
Job Sr. Portfolio Manager at First Capital Surety & Trust
Industry Investment Management
Experience
First Capital Surety & Trust September 2014 - Present
Henderson & Henderson Portfolio Management, LLC September 2006 - September 2014
Merrill Lynch and Morgan Stanley April 2010 - October 2013
Encore Trust (Formerly National Fiduciary Services) May 2000 - August 2006
Woodway Financial Advisors May 1997 - May 2000
Van Kampen American Capital May 1995 - May 1997
Skills
Account Management, Qualitative Research, Problem Solving, Portfolio Management, Equity Research, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Advisory, ETFs, Series 7, Capital Markets, Bloomberg, Options, Commodities, Macroeconomics, Emerging Markets, FX, Institutional, Security Analysis, Equities, Commodity, Alternative Investments, Asset Management, Securities, Valuation, Risk Management, Investment Management, Bonds, Trading
Education
University of Houston 1999 — 2001
MBA, Finance
University of Houston 1989 — 1995
Bachelor of Science, Economics
First Capital Surety & Trust September 2014 - Present
Henderson & Henderson Portfolio Management, LLC September 2006 - September 2014
Merrill Lynch and Morgan Stanley April 2010 - October 2013
Encore Trust (Formerly National Fiduciary Services) May 2000 - August 2006
Woodway Financial Advisors May 1997 - May 2000
Van Kampen American Capital May 1995 - May 1997
Skills
Account Management, Qualitative Research, Problem Solving, Portfolio Management, Equity Research, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Fixed Income, Investment Advisory, ETFs, Series 7, Capital Markets, Bloomberg, Options, Commodities, Macroeconomics, Emerging Markets, FX, Institutional, Security Analysis, Equities, Commodity, Alternative Investments, Asset Management, Securities, Valuation, Risk Management, Investment Management, Bonds, Trading
Education
University of Houston 1999 — 2001
MBA, Finance
University of Houston 1989 — 1995
Bachelor of Science, Economics
Allen Lewis, CFA Allen Lewis, CFA's Woodway Financial Advisors Experience October 2006 - Present
Job Vice President/Director of Research at Woodway Financial Advisors
Industry Financial Services
Experience
Woodway Financial Advisors October 2006 - Present
Sysco July 1997 - June 2006
Education
Rice University 1993 — 1997
Bachelor of Arts (B.A.), Economics
University of Houston, C.T. Bauer College of Business 2003 — 2005
Master of Science (M.S.), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
Master of Business Administration (MBA)
Woodway Financial Advisors October 2006 - Present
Sysco July 1997 - June 2006
Education
Rice University 1993 — 1997
Bachelor of Arts (B.A.), Economics
University of Houston, C.T. Bauer College of Business 2003 — 2005
Master of Science (M.S.), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
Master of Business Administration (MBA)
Brian J. Hamlin Brian J. Hamlin's Woodway Financial Advisors Experience May 2011 - January 2013
Job Project Analyst at Shell
Industry Information Technology and Services
Experience
Shell June 2015 - Present
Shell February 2015 - June 2015
Sysco January 2015 - February 2015
MyComputerCareer October 2014 - February 2015
Encompass Lending Group January 2013 - September 2013
Woodway Financial Advisors May 2011 - January 2013
Woodway Financial Advisors August 2010 - May 2011
Bank of New York Mellon March 2009 - February 2010
Skills
IT Management, IT Solutions, Analysis, IP Networking, Wireless Networking, Virtualization, Server Administration, Microsoft Excel, Finance, Investments, Portfolio Management, Equities, Asset Management, Credit, Account Reconciliation, Mutual Funds
Education
Texas State University-San Marcos 2005 — 2008
BBA, Finance
My Computer Career 2014 — 2015
IT Certifications, Information Technology
Shell June 2015 - Present
Shell February 2015 - June 2015
Sysco January 2015 - February 2015
MyComputerCareer October 2014 - February 2015
Encompass Lending Group January 2013 - September 2013
Woodway Financial Advisors May 2011 - January 2013
Woodway Financial Advisors August 2010 - May 2011
Bank of New York Mellon March 2009 - February 2010
Skills
IT Management, IT Solutions, Analysis, IP Networking, Wireless Networking, Virtualization, Server Administration, Microsoft Excel, Finance, Investments, Portfolio Management, Equities, Asset Management, Credit, Account Reconciliation, Mutual Funds
Education
Texas State University-San Marcos 2005 — 2008
BBA, Finance
My Computer Career 2014 — 2015
IT Certifications, Information Technology
James Engelbrecht James Engelbrecht's Woodway Financial Advisors Experience September 2007 - January 2009
Job Senior Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
SueEllyn Kunkel's Woodway Financial Advisors Experience July 2012 - Present
Job Trust Operations Officer at Woodway Financial Advisors
Industry Investment Management
Experience
Woodway Financial Advisors July 2012 - Present
Horizon Trust & Investment Management June 2005 - July 2012
Horizon Trust & Investment Management June 2005 - June 2009
Kankakee Valley School Corporation January 2005 - May 2005
City of College Station October 2003 - January 2005
Jasper County Sheriff's Department 2005 - 2005
Skills
Compliance, Customer Service, Management, Leadership, Risk Management, Team Building, Auditing, Training, Coaching, Microsoft Office, Community Banking, Trust Services, Back Office, Investments, Project Management, Time Management, Strategic Financial..., Financial Planning, Microsoft Excel, Portfolio Management
Education
Texas A&M University at Galveston 1999 — 2003
BS, Maritime Administration
Woodway Financial Advisors July 2012 - Present
Horizon Trust & Investment Management June 2005 - July 2012
Horizon Trust & Investment Management June 2005 - June 2009
Kankakee Valley School Corporation January 2005 - May 2005
City of College Station October 2003 - January 2005
Jasper County Sheriff's Department 2005 - 2005
Skills
Compliance, Customer Service, Management, Leadership, Risk Management, Team Building, Auditing, Training, Coaching, Microsoft Office, Community Banking, Trust Services, Back Office, Investments, Project Management, Time Management, Strategic Financial..., Financial Planning, Microsoft Excel, Portfolio Management
Education
Texas A&M University at Galveston 1999 — 2003
BS, Maritime Administration
dianne laurent's Woodway Financial Advisors Experience November 2012 - Present
Job Executive Trust Assistant at Woodway Financial Advisors
Industry Financial Services
Experience
Woodway Financial Advisors November 2012 - Present
SECURE FORCE LLC, MISSOURI CITY, TX February 2011 - November 2012
GRAMBLING STATE UNIVERSITY, GRAMBLING July 2006 - February 2010
Education
Grambling State University 2006 — 2010
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication, 3.67
Woodway Financial Advisors November 2012 - Present
SECURE FORCE LLC, MISSOURI CITY, TX February 2011 - November 2012
GRAMBLING STATE UNIVERSITY, GRAMBLING July 2006 - February 2010
Education
Grambling State University 2006 — 2010
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication, 3.67
Samantha Edmondson Taylor's Woodway Financial Advisors Experience July 2011 - September 2013
Job Sr. Administrative Assistant at EFI Global, Inc.
Industry Environmental Services
Experience
EFI Global, Inc. September 2013 - Present
Woodway Financial Advisors July 2011 - September 2013
PRIME Living - The Luxury of Choice April 2009 - June 2011
Skills
Copy Editing, Media Relations, Editorial, Journalism, Press Releases, Publications, AP Style, Blogging, Web Content
Education
Southeastern Louisiana University
Mass Communication & Journalism
EFI Global, Inc. September 2013 - Present
Woodway Financial Advisors July 2011 - September 2013
PRIME Living - The Luxury of Choice April 2009 - June 2011
Skills
Copy Editing, Media Relations, Editorial, Journalism, Press Releases, Publications, AP Style, Blogging, Web Content
Education
Southeastern Louisiana University
Mass Communication & Journalism
Michael Ringger Michael Ringger's Woodway Financial Advisors Experience August 2010 - Present
Job Providing strong financial and strategic leadership to companies undergoing dramatic growth and change
Industry Financial Services
Experience
Woodway Financial Advisors August 2010 - Present
Crosswater Financial Corporation January 2003 - June 2010
Asset Real Estate and Investment Company November 2006 - March 2008
Laird Norton Financial Group September 1987 - December 2002
Arthur Andersen June 1982 - September 1987
Skills
Accounting, Financial Reporting, Investments, Cash Flow, Managerial Finance, Finance, Auditing, Budgets, Financial Services, Forecasting, Change Management, Strategic Financial..., Internal Audit, Financial Analysis, Financial Modeling
Education
Brigham Young University 1974 — 1982
BS
Woodway Financial Advisors August 2010 - Present
Crosswater Financial Corporation January 2003 - June 2010
Asset Real Estate and Investment Company November 2006 - March 2008
Laird Norton Financial Group September 1987 - December 2002
Arthur Andersen June 1982 - September 1987
Skills
Accounting, Financial Reporting, Investments, Cash Flow, Managerial Finance, Finance, Auditing, Budgets, Financial Services, Forecasting, Change Management, Strategic Financial..., Internal Audit, Financial Analysis, Financial Modeling
Education
Brigham Young University 1974 — 1982
BS
Cam Woolverton Cam Woolverton's Woodway Financial Advisors Experience August 1988 - December 1996
Job Wealth Manager at Traditions Wealth Advisors, LLC
Industry Financial Services
Experience
Traditions Wealth Advisors, LLC November 2013 - Present
Paragon Virtues, LLC January 2009 - Present
Financial Solutions January 1997 - December 2008
Woodway Financial Advisors August 1988 - December 1996
Skills
Financial Planning, Property Management, Internet Ventures, Investment Properties, Strategic Financial..., Investments
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Texas A&M University 1980 — 1985
BS, Computer Science
Traditions Wealth Advisors, LLC November 2013 - Present
Paragon Virtues, LLC January 2009 - Present
Financial Solutions January 1997 - December 2008
Woodway Financial Advisors August 1988 - December 1996
Skills
Financial Planning, Property Management, Internet Ventures, Investment Properties, Strategic Financial..., Investments
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Texas A&M University 1980 — 1985
BS, Computer Science
Patricia Barrett Patricia Barrett's Woodway Financial Advisors Experience 1998 - 2005
Job Owner at Lifetime Planning LLC
Industry Financial Services
Experience
Lifetime Planning LLC April 2004 - Present
Woodway Financial Advisors 1998 - 2005
Woodway Financial Advisors January 1998 - June 2004
Skills
Financial Planning, Mediation, Personal Finance, Financial Analysis, Asset Allocation, Collaborative Law, Public Speaking, Budgeting, Strategic Financial..., Estate Planning, Budgets, Retirement, Family Law, Litigation, Certified Divorce..., Finance, Dispute Resolution, Courts, Alternative Dispute..., Trusts, Financial Advisory, Wills, Estate Law, Dispute, Powers of Attorney, Adoption, Estate Administration, Attorneys, Hearings, Financial Planners, Business Formation, Property Law, Estate Tax Planning, Arbitration, Torts
Education
College for Financial Planning 1995 — 1998
Certified Financial Planning
Abilene Christian University 1967 — 1971
ba, English
Lifetime Planning LLC April 2004 - Present
Woodway Financial Advisors 1998 - 2005
Woodway Financial Advisors January 1998 - June 2004
Skills
Financial Planning, Mediation, Personal Finance, Financial Analysis, Asset Allocation, Collaborative Law, Public Speaking, Budgeting, Strategic Financial..., Estate Planning, Budgets, Retirement, Family Law, Litigation, Certified Divorce..., Finance, Dispute Resolution, Courts, Alternative Dispute..., Trusts, Financial Advisory, Wills, Estate Law, Dispute, Powers of Attorney, Adoption, Estate Administration, Attorneys, Hearings, Financial Planners, Business Formation, Property Law, Estate Tax Planning, Arbitration, Torts
Education
College for Financial Planning 1995 — 1998
Certified Financial Planning
Abilene Christian University 1967 — 1971
ba, English
Christopher O'Daniel Christopher O'Daniel's Woodway Financial Advisors Experience June 2007 - Present
Job Financial Planner at Woodway Financial Advisors
Industry Financial Services
Experience
Woodway Financial Advisors June 2007 - Present
Wells Fargo Bank May 2005 - June 2007
Skills
Analysis, Business Development, Finance, CRM, Financial Planning, Marketing, Portfolio Management, Investments, Management, Asset Management, Retirement Planning
Education
Texas Tech University
BS, Personal Financial Planning
Woodway Financial Advisors June 2007 - Present
Wells Fargo Bank May 2005 - June 2007
Skills
Analysis, Business Development, Finance, CRM, Financial Planning, Marketing, Portfolio Management, Investments, Management, Asset Management, Retirement Planning
Education
Texas Tech University
BS, Personal Financial Planning
Jennifer Paterson's Woodway Financial Advisors Experience January 2004 - July 2007
Job CFP
Industry Financial Services
Experience
Woodway Financial Advisors January 2004 - July 2007
Skills
Strategic Financial...
Education
University of Houston, C.T. Bauer College of Business 2002 — 2005
MBA, Business
University of Wisconsin-Madison 1989 — 1993
BS, Geology
Woodway Financial Advisors January 2004 - July 2007
Skills
Strategic Financial...
Education
University of Houston, C.T. Bauer College of Business 2002 — 2005
MBA, Business
University of Wisconsin-Madison 1989 — 1993
BS, Geology
Matthew Russell, CFP®'s Woodway Financial Advisors Experience March 2005 - December 2008
Job President MTR Financial Services, LLC
Industry Financial Services
Experience
MTR Financial Services, LLC January 2009 - Present
Woodway Financial Advisors March 2005 - December 2008
Woodway Financial Advisors March 2005 - December 2008
Kanaly Trust Company June 2003 - January 2005
AIG Global Investments January 2001 - February 2003
AIG Global Investment Group January 1999 - January 2001
Conseco, Inc January 1996 - June 1999
G.L. Pittsford & Associates, Inc January 1992 - January 1996
Skills
Financial Planning, Estate Planning, Asset Management, Insurance Planning, Cash Flow, Budgeting, Savings, Stock, Retirement Planning, Wealth Management, Trusts, Probate, Wealth, Investment Advisory, Asset Allocation, Tax, Financial Advice, Budgets, Strategic Financial..., Financial Advisory, Asset Managment, Financial Modeling, Accounting, Stocks, Financial Analysis, Financial Planners
Education
Purdue University 1987 — 1992
BS, Financial Planning & Counseling
MTR Financial Services, LLC January 2009 - Present
Woodway Financial Advisors March 2005 - December 2008
Woodway Financial Advisors March 2005 - December 2008
Kanaly Trust Company June 2003 - January 2005
AIG Global Investments January 2001 - February 2003
AIG Global Investment Group January 1999 - January 2001
Conseco, Inc January 1996 - June 1999
G.L. Pittsford & Associates, Inc January 1992 - January 1996
Skills
Financial Planning, Estate Planning, Asset Management, Insurance Planning, Cash Flow, Budgeting, Savings, Stock, Retirement Planning, Wealth Management, Trusts, Probate, Wealth, Investment Advisory, Asset Allocation, Tax, Financial Advice, Budgets, Strategic Financial..., Financial Advisory, Asset Managment, Financial Modeling, Accounting, Stocks, Financial Analysis, Financial Planners
Education
Purdue University 1987 — 1992
BS, Financial Planning & Counseling
James Lenz's Woodway Financial Advisors Experience 2007 - January 2012
Job Associate Director of the El Paso Finance Center
Industry Higher Education
Experience
Rice University January 2012 - Present
Rice Summer Business June 2012 - Present
Woodway Financial Advisors 2007 - January 2012
Corpus Christi ISD August 2004 - July 2005
Northside ISD August 2002 - July 2004
Clear Creek ISD August 2000 - August 2002
Skills
Data Analysis, Public Speaking, Valuation, Portfolio Management, Strategic Planning, Financial Analysis, Strategic Financial..., Budgets, Investments, Higher Education, Microsoft Excel, Leadership, Business Planning, Financial Modeling, Time Management, Management, Forecasting, Competitive Analysis, Analysis, Asset Management, Fixed Income, Equities, Bloomberg, Entrepreneurship, Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Risk Management, Business Development, Strategy, Accounting, Business Strategy, Corporate Finance, Asset Allocation
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
The University of Texas at Austin 1994 — 2000
Bachelor of Science (BS), Kinesiology and Exercise Science
Roosevelt High School
Rice University January 2012 - Present
Rice Summer Business June 2012 - Present
Woodway Financial Advisors 2007 - January 2012
Corpus Christi ISD August 2004 - July 2005
Northside ISD August 2002 - July 2004
Clear Creek ISD August 2000 - August 2002
Skills
Data Analysis, Public Speaking, Valuation, Portfolio Management, Strategic Planning, Financial Analysis, Strategic Financial..., Budgets, Investments, Higher Education, Microsoft Excel, Leadership, Business Planning, Financial Modeling, Time Management, Management, Forecasting, Competitive Analysis, Analysis, Asset Management, Fixed Income, Equities, Bloomberg, Entrepreneurship, Finance, Due Diligence, Mergers & Acquisitions, Management Consulting, Risk Management, Business Development, Strategy, Accounting, Business Strategy, Corporate Finance, Asset Allocation
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
The University of Texas at Austin 1994 — 2000
Bachelor of Science (BS), Kinesiology and Exercise Science
Roosevelt High School
Brian Tully's Woodway Financial Advisors Experience March 2012 - Present
Job Associate Vice President & Portfolio Manager at Woodway Financial Advisors
Industry Investment Management
Experience
Woodway Financial Advisors March 2012 - Present
Hart Energy January 2011 - March 2012
World Energy February 2004 - February 2011
Skills
Energy, Financial Modeling, Portfolio Management, Investments, Management, Copy Editing, Valuation, Financial Analysis, Petroleum, Research, Advertising, Event Planning, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA
Trinity University 1997 — 2002
BA, Political Science
Woodway Financial Advisors March 2012 - Present
Hart Energy January 2011 - March 2012
World Energy February 2004 - February 2011
Skills
Energy, Financial Modeling, Portfolio Management, Investments, Management, Copy Editing, Valuation, Financial Analysis, Petroleum, Research, Advertising, Event Planning, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA
Trinity University 1997 — 2002
BA, Political Science
Daniel Pinard's Woodway Financial Advisors Experience August 2013 - Present
Job Stock Analyst & Portfolio Manager
Industry Investment Management
Experience
Woodway Financial Advisors August 2013 - Present
Cougar Investment Fund August 2012 - August 2013
American Computer Services March 2010 - December 2011
American National Insurance June 2008 - February 2010
American National Insurance December 2004 - May 2008
Education
University of Houston 2011 — 2013
Master of Business Administration, Financial Services Management
Texas A&M University 1999 — 2003
Bachelor of Science, Applied Mathematical Sciences
Woodway Financial Advisors August 2013 - Present
Cougar Investment Fund August 2012 - August 2013
American Computer Services March 2010 - December 2011
American National Insurance June 2008 - February 2010
American National Insurance December 2004 - May 2008
Education
University of Houston 2011 — 2013
Master of Business Administration, Financial Services Management
Texas A&M University 1999 — 2003
Bachelor of Science, Applied Mathematical Sciences
Ricardo Mihaly's Woodway Financial Advisors Experience July 2000 - July 2007
Job Case Design Director
Industry Financial Services
Experience
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
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
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY