Sanders Morris Harris the Edelman Financial Group Dec 2010 - May 2012
Senior Vice President Wealth Management
Edelman Financial Services Dec 2010 - May 2012
Associate Director, Financial Planning at Edelman Financial Services
Stanford Financial Group Dec 2004 - Feb 2009
Managing Director, Branch Manager
Bank of America Feb 2003 - Nov 2004
Sales Manager
Morgan Stanley 1996 - 2003
Broker, Sales Manager, Manager
Education:
Kansas State University 1979 - 1983
Bachelors, Bachelor of Arts, Spanish
Oakleigh Wealth Management since Jul 2009
Founder
Stanford Group Company Dec 2004 - Feb 2009
Managing Director, Branch Manager
Bank of America Private Bank Feb 2003 - Nov 2004
Sales Manager
Morgan Stanley 1996 - 2003
Broker, Sales Manager, Manager
Education:
Kansas State University 1979 - 1983
BA, Spanish
Skills:
Series 7
Name / Title
Company / Classification
Phones & Addresses
Lori Bensing Director
Boys & Girls Clubs of Greater Dallas Philanthropy · Civic/Social Association · Civic/Social Association Individual/Family Services