Resumes
Resumes
Investment Advisor, Director Of Client Services And Reporting
View pageLocation:
Mckinney, TX
Industry:
Financial Services
Work:
Legion Wealth Management
Investment Advisor, Director of Client Services and Reporting
Legion Wealth Management
Director of Client Services and Reporting, Junior Advisor
Us Army 2008 - 2012
Sergeant
Investment Advisor, Director of Client Services and Reporting
Legion Wealth Management
Director of Client Services and Reporting, Junior Advisor
Us Army 2008 - 2012
Sergeant
Education:
Harvard Extension School 2018 - 2020
Masters, Master of Arts, Liberal Arts, International Relations University of North Texas 2014 - 2016
Bachelors, Bachelor of Science, Business Management, History United States Military Academy 2009
United States Military Academy at West Point 2008 - 2009
Marion Military Institute 2007 - 2008
Texas Christian University
Vista Ridge High School
Masters, Master of Arts, Liberal Arts, International Relations University of North Texas 2014 - 2016
Bachelors, Bachelor of Science, Business Management, History United States Military Academy 2009
United States Military Academy at West Point 2008 - 2009
Marion Military Institute 2007 - 2008
Texas Christian University
Vista Ridge High School
Skills:
Military
Microsoft Office
Team Building
Training
Customer Service
Military Experience
Security Clearance
Military Operations
Government
Management
Emergency Management
Operational Planning
Public Speaking
Strategic Planning
Microsoft Excel
Program Management
Command
Microsoft Word
Communication
Client Relations
Client Services
Investments
Leadership Development
U.s. Department of Defense
Research
Powerpoint
Microsoft Office
Team Building
Training
Customer Service
Military Experience
Security Clearance
Military Operations
Government
Management
Emergency Management
Operational Planning
Public Speaking
Strategic Planning
Microsoft Excel
Program Management
Command
Microsoft Word
Communication
Client Relations
Client Services
Investments
Leadership Development
U.s. Department of Defense
Research
Powerpoint
Interests:
Politics
Environment
Education
Science and Technology
Disaster and Humanitarian Relief
Animal Welfare
Arts and Culture
Environment
Education
Science and Technology
Disaster and Humanitarian Relief
Animal Welfare
Arts and Culture
Languages:
English
Certifications:
License 65
Texas State Securities Board, License 65
Series 65
Texas State Securities Board, License 65
Series 65