Senior Wealth Planning Strategist at Wells Fargo - The Private Bank
Location:
Houston, Texas
Industry:
Financial Services
Work:
Wells Fargo - The Private Bank - Houston, Texas since May 2013
Senior Wealth Planning Strategist
Briggs & Veselka Co. Sep 2010 - May 2013
Principal
Perkins & Co. Jan 2007 - Aug 2010
Senior Manager
PKF Texas Nov 1999 - Feb 2005
Senior Manager
Education:
The University of Texas at Austin
BBA, Accounting
Skills:
Succession Planning Tax Trusts Estate Planning Income Tax Gift Tax Charitable Gift Planning
Briggs & Veselka Co. Sep 2010 - May 2013
Principal
Wells Fargo Sep 2010 - May 2013
Regional Wealth Planning Manager
Perkins & Co Jan 2007 - Aug 2010
Senior Manager
Pkf Texas Nov 1999 - Feb 2005
Senior Manager
Em Bossin & Co Jun 1993 - Oct 1999
Tax Manager
Education:
The University of Texas at Austin
Bachelors, Bachelor of Business Administration, Accounting
Skills:
Estate Planning Tax Income Tax Trusts Succession Planning Gift Tax Charitable Gift Planning
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