Financial Advisor at Morgan Stanley Wealth Management
Location:
Portland, Maine
Industry:
Financial Services
Work:
Morgan Stanley Wealth Management - Portland, Maine Area since Dec 2012
Financial Advisor
Bellview Associates, LLC Aug 2011 - Nov 2012
Associate Analyst
The Chartroom Restaurant May 2009 - Oct 2010
Server/ Manager
Education:
University of Maine 2005 - 2010
Business, Finance
MDI
Skills:
Wealth Management Services Risk Management Financial Analysis Relationship Management Retirement Planning Portfolio Management Excel Mac OS X Microsoft Office Finance Access PowerPoint Microsoft Word Visio Outlook Teamwork SQL Visual Basic Financial Reporting Microsoft Excel
Certifications:
Series 7, Financial Industry Regulatory Authority (FINRA) Series 65, Financial Industry Regulatory Authority (FINRA) Series 63, Financial Industry Regulatory Authority (FINRA) Health, Life and Accident Insurance, Financial Industry Regulatory Authority (FINRA)
Jun 2014 to 2000 Thread InspectorFreightliner Birmingham, AL Sep 2013 to Jun 2014 DriverRiviera Graphics - Screen Printer Warrior, AL Feb 2010 to Sep 2013Fluor Maintenance Quinton, AL Sep 2008 to Feb 2010 Pipe Fitter
Medicine Doctors
Dr. Christopher M Shelton, Irving TX - MD (Doctor of Medicine)
Main Clinic - Ste 325 - Shelton 2021 N Macarthur Blvd, Irving, TX 75061 9722532515 (Phone)
Certifications:
Family Practice, 1998
Awards:
Healthgrades Honor Roll
Languages:
English Spanish
Hospitals:
Main Clinic - Ste 325 - Shelton 2021 N Macarthur Blvd, Irving, TX 75061
Baylor Medical Center at Irving 1901 North Macarthur Boulevard, Irving, TX 75061
Education:
Medical School Texas Tech University Health Sciences Center School Of Medicine Graduated: 1995 Medical School Center For Fam Med Graduated: 1996 Medical School Center For Fam Med Graduated: 1998
Dr. Shelton graduated from the Texas Tech University Health Science Center School of Medicine - Lubbock in 1995. He works in Irving, TX and specializes in Family Medicine. Dr. Shelton is affiliated with Baylor Scott & White Medical Center Irving.
- Carrollton TX, US John T. Lee - Flower Mound TX, US Jerry Crawford - Flower Mound TX, US Steven Remis - Coppell TX, US Christopher Shelton - McKinney TX, US
International Classification:
G09B 5/02 G07D 11/26 G06F 21/32 G09B 5/08
Abstract:
Implementations described and claimed herein provide systems and methods for improving cash management system operation. In one implementation, a method for improving cash management system operation includes detecting an intervention event in connection with user activity of a user involving a cash management system. The method determines whether the intervention event meets an intervention threshold. A customized intervention particular to the intervention event and a the user is generated when the intervention event meets the intervention threshold. The customized intervention is output for presentation to the user. The customized intervention improves the user activity involving the cash management system.
Name / Title
Company / Classification
Phones & Addresses
Christopher Shelton Manager
O'Hana Oil Field Services, LLC
Christopher Mark Shelton Family Practitioner, Medical Doctor, Treasurer
Dennis Pangtay MD Medical Doctor's Office · Family Doctor
2021 N Macarthur Blvd, Irving, TX 75061 1923 W Park Dr, Irving, TX 75061 9722532555
Christopher Shelton
DREAMWORK PRINTS, LLC
Christopher Mark Shelton
Christopher Shelton MD Family Doctor
2021 N Macarthur Blvd, Irving, TX 75061 9722532515
"Every one of us is here because of corporate greed," yelled Christopher Shelton, vice president of the regional branch of the Communication Workers of America. "It's time not to occupy Wall Street, but to take back Wall Street."