Global Equity Advisors
President
E*Trade 2014 - 2019
Regional Vice President | Account Management
E*Trade 2008 - 2014
Senior Relationship Manager
E*Trade 2006 - 2008
Senior Manager | Client Services
Education:
Texas Christian University - M.j. Neeley School of Business 1978 - 1983
Bachelors, Bachelor of Business Administration, Finance
Golden Gate University
Master of Business Administration, Masters, Financial Management, Finance
Skills:
Financial Services Series 7 Equities Securities Series 63 Management Process Improvement Options Relationship Management Investments Mutual Funds Crm Business Development Mergers and Acquisitions Business Process Improvement Trading Customer Relationship Management Portfolio Management Hold Series 7 Series 8 Cep Miller Heiman Strategic Selling Richardson Consultative Sales Training Vantage Partners Effective Negotiations