HUMANITRI - Greater St. Louis Area since Sep 2011
Chairman - Volunteer Board of Directors
Tactical Capital Management - Registered Investment Advisor - Wildwood, MO since Sep 2010
Principal
HUMANITRI - St Louis, Missouri Sep 2011 - Apr 2012
Chairman - Board of Directors
SWBC Financial Services @ Gateway Metro Federal Credit Union - St Louis, Missouri Feb 2010 - Sep 2010
Financial Advisor
Old Monroe Investment Services at Bank of Old Monroe - Lincoln County, Missouri Sep 2006 - Apr 2009
Financial Advisor
Education:
California State University-Fresno 1982 - 1984
Bachelor of Science, Business Administration
Fresno City College 1980 - 1982
AS, Marketing
Skills:
Investments Leadership Portfolio Management Investment Strategies Strategic Planning Investment Management Retirement Retirement Planning Sales Management Wealth Nonprofits Management Business Development Investment Advisory Wealth Management Securities Alternative Investments Team Building Asset Management Financial Planning Non Profits Estate Planning Strategic Financial Planning Finance Marketing Customer Service Sales Operations Fee Based Investment Advisory Services Sales and Customer Service Retirement Income Strategies Financial Services
Languages:
Spanish
Certifications:
Financial Industry Regulatory Authority (Finra) Securities Licensed - Series 7 & 66 Grade 8 - High School & Youth Soccer Financial Industry Regulatory Authority (Finra) License 2012-0224-4203-6786