Resumes
Resumes
Certified Financial Plannerâ
View pageLocation:
5592 Davis Blvd, North Richland Hills, TX 76180
Industry:
Financial Services
Work:
Measom Financial since 2003
Owner
Measom Financial since 2003
Certified Financial Planner
Fidelity Investments - Dallas/Fort Worth Area 1986 - 1989
Securities Represenative, Team Leader
Owner
Measom Financial since 2003
Certified Financial Planner
Fidelity Investments - Dallas/Fort Worth Area 1986 - 1989
Securities Represenative, Team Leader
Education:
University of Utah 1981 - 1986
Bachelor of Arts (BA), Business Finance The University of Dallas
Master of Business Administration (MBA), International Management
Bachelor of Arts (BA), Business Finance The University of Dallas
Master of Business Administration (MBA), International Management
Skills:
Financial Planning
Financial Services
Retirement/Financial Analysis
Strategic Financial Planning
Portfolio Management
Portfolio Evaluation
Series 7
Retirement
Vendor Management
Financial Presenting
Insurance
Estate Planning
Tax Planning
Risk Management
Expert Financial Witness
Personal Income Tax
Financial Services
Retirement/Financial Analysis
Strategic Financial Planning
Portfolio Management
Portfolio Evaluation
Series 7
Retirement
Vendor Management
Financial Presenting
Insurance
Estate Planning
Tax Planning
Risk Management
Expert Financial Witness
Personal Income Tax
Languages:
German
Certifications:
Certified Financial Planner™
Firm Owner At Raymond James
View pagePosition:
Firm Owner at Raymond James
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work:
Raymond James
Firm Owner
Firm Owner