Resumes
Resumes
Co Founder
View pageLocation:
7709 Lone Moor Cir, Dallas, TX 75248
Industry:
Financial Services
Work:
Fullcircle Wealth
Co Founder
The Robinson Financial Group Nov 2009 - Nov 2011
Financial Planner
Botsford Financial Group Jan 2003 - Nov 2009
Financial Advisor
Co Founder
The Robinson Financial Group Nov 2009 - Nov 2011
Financial Planner
Botsford Financial Group Jan 2003 - Nov 2009
Financial Advisor
Education:
Oklahoma State University 1998 - 2002
Bachelors, Bachelor of Arts, Bachelor of Science, Finance Putnam City North High School 1996
Oklahoma State University
Bachelors, Bachelor of Arts, Bachelor of Science, Finance Putnam City North High School 1996
Oklahoma State University
Skills:
Series 7
Retirement Planning
Series 63
Series 65
Wealth Management
Investment Advisory
Strategic Financial Planning
Investments
Retirement
Securities
Asset Allocation
Alternative Investments
Mutual Funds
Estate Planning
Wealth Management Services
Certified Financial Planner
Financial Planning
Retirement Planning
Series 63
Series 65
Wealth Management
Investment Advisory
Strategic Financial Planning
Investments
Retirement
Securities
Asset Allocation
Alternative Investments
Mutual Funds
Estate Planning
Wealth Management Services
Certified Financial Planner
Financial Planning
Languages:
English
Certifications:
License 2260539
License 161365
Chartered Financial Analyst
Certified Financial Planner
License 161365
Chartered Financial Analyst
Certified Financial Planner