TIAA-CREF - Dallas, TX since Sep 2006
Team Manager
State Farm Insurance - San Antonio, Texas Area 2002 - 2006
Financial Services Product Associate
H & R Block Financial Advisors - Washington D.C. Metro Area 1998 - 2002
Broker/Advisor
Education:
James Madison University - College of Business 1994 - 1998
BBA, International Business and Economics
Skills:
Retirement Investments Change Management Series 63 Financial Services Chfc Motivational Speaking Public Speaking Six Sigma Series 6 Lean Sigma Visionary Thinking Smokehouse Bbq Leadership Team Management Strategic Planning Financial Markets Financial Planning Management Process Improvement Team Leadership Customer Service Sales Team Building Strategy Finance Analysis
Certifications:
Chartered Financial Consultant Change Management Specialist The American College of Financial Services Management and Strategy Institute