Ameriprise Financial Services, Inc. Mar 2004 - Sep 2006
Financial Advisor
Collaborativewealth Mar 2004 - Sep 2006
President and Ceo, Managing Principal
Education:
Baylor University 2000 - 2004
Bachelors, Bachelor of Business Administration, Management, Entrepreneurship, Finance
Skills:
Retirement Planning Estate Planning Investments Wealth Management Wealth Retirement Financial Advisory Portfolio Management Securities Financial Planning Investment Advisory Finance Leadership Business Development Financial Services Risk Management Mergers and Acquisitions Business Strategy Entrepreneurship Creative Entrepreneurship Collaborative Leadership Succession Planning Successions Family Planning Family Office Goal Seek Business Advisory Business Transition Business Business Process Strategic Planning
Interests:
Financial Advancement Time With My Family Investments Real Estate Traveling Public Speaking The Economy Personal Development Triathlons Golf