Phillips Home Improvements
Project Consultant
New York Life Insurance Company Dec 2014 - Mar 2019
Licensed Agent
Nylife Securities Llc Feb 2015 - Mar 2019
Financial Services Professional
C.h. Robinson Jan 2006 - Dec 2014
Account Manager, Supervisor
Education:
University of Oklahoma - Price College of Business 2001 - 2005
Bachelors, Economics
University of Oklahoma
Bachelors, Bachelor of Business Administration, Economics
Skills:
Retirement Income Strategies Life Insurance Strategies Licensed In Long Term Care Insurance 401K Rollovers Key Person Insurance Education Funding Strategies Buy Sell Agreements Multi Generational Wealth Transfer Roth Ira
Tom Barnett (1978-1982), Rachel Smith (1981-1985), Elijah Lampkin (1985-1989), Tom Newsome (1990-1994), Jerry Martin (1979-1983), Christine Lamp (2011-2015)