Location
Houston, TX, US
Work
- Financial Services Professional @ World Financial Group (WFG)
- A Resource for CPA's @ World Financial Group (WFG)
- Chief Executive Officer @ Global Asset Partners
Education
- Università Bocconi
Certificate (Financing and Investing in Infrastructure)
- LeTourneau University
Business Administration
2008 - 2010 - North Shore High School1988 - 1992
Skills
- Financial Advisory
- Teamwork
- Sales Management
- College Savings Plans
- Insurance Planning
- Employee Benefits
- Microsoft Excel
- Microsoft Word
- Retirement Income Strategies
- Fixed Annuities
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