Opus Financial Solutions Llc
Wealth Manager
Sanitas Wealth Management, Llc
President and Founder, Financial Advisor
Hd Vest Financial Services Jan 2007 - Apr 2017
Chief Investment Strategist and Senior Portfolio Manager
Pnc Sep 2005 - Jan 2007
Portfolio Manager
Pnc Jun 2004 - Sep 2005
Senior Wealth Planner
Education:
The University of Texas at Austin 1992 - 2006
Bachelors, Bachelor of Business Administration, Marketing
College For Financial Planning 2002 - 2005
Master of Science, Masters
College For Financial Planning 1980 - 1985
Master of Science, Masters
Skills:
Certified Financial Planner Chartered Financial Analyst Chartered Financial Consultant Finra Series 7 and 66 Chartered Alternative Investment Analyst Irs Enrolled Agent Caia
Jaco Jordaan 1992 graduate of Plano Senior High School in Plano, TX is on Memory Lane. Get caught up with Jaco and other high school alumni from Plano Senior