Resumes
Resumes
Partner
View pageLocation:
Overland Park, KS
Industry:
Financial Services
Work:
Infinitas, Llc
Partner
Perfect Products 1992 - 1996
Owner
Property Consulting Services Jun 1990 - Dec 1995
Founder and President
Gateway Wealth Management Jun 1990 - Dec 1995
President
Shearson Lehman Hutton Sep 1987 - May 1990
Financial Advisor
Partner
Perfect Products 1992 - 1996
Owner
Property Consulting Services Jun 1990 - Dec 1995
Founder and President
Gateway Wealth Management Jun 1990 - Dec 1995
President
Shearson Lehman Hutton Sep 1987 - May 1990
Financial Advisor
Education:
Northwestern Oklahoma State University 1977 - 1981
Bachelors, Psychology Alva Senior High
Bachelors, Psychology Alva Senior High
Skills:
Retirement Income Strategies
Retirement Planning
Portfolio Management
Asset Management
Investment Management
Securities
Cash Management
Retirement Planning
Portfolio Management
Asset Management
Investment Management
Securities
Cash Management
Interests:
Social Services
Children
Education
Children
Education
Certifications:
Certified Fund Specialist® (Cfs®)
Accredited Investment Fiduciary® (Aif®)
Finra Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) Securities Registrations.
Accredited Investment Fiduciary® (Aif®)
Finra Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) Securities Registrations.
President At Gateway Wealth Management
View pagePosition:
President at Gateway Wealth Management
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work:
Gateway Wealth Management
President
President