Location
Austin, TX, US
Work
- Co-Founder and Owner @ Mojo Coffee, LLC
- Vice President, Business Development @ Kestra Financial
- Vice President | Head of New Business Development | Sales Leadership @ National Planning Holdings (NPH)
- Director of Business Development @ Advantage Financial Group
- Partner, Managing Director @ UAT Holdings, LLC
- Vice President, New Business Development @ National Planning Corporation (NPC)
- Institutional Natural Gas Derivatives Broker @ Amerex Brokers LLC
Education
- University of Houston
Skills
- Strategic Planning
- Series 65
- Wealth Management
- Equities
- Fixed Annuities
- Retirement
- Customer Service
- Retirement Planning
- Series 63
- FINRA
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