Position:
Senior Financial Advisor at MERRILL LYNCH WEALTH MANAGEMENT
Work:
MERRILL LYNCH WEALTH MANAGEMENT
- Greater New Orleans Area since Jan 2000
Senior Financial Advisor
United States Marine Corps
- Greater New Orleans Area Jan 1992 - Nov 2011
Deputy Assistant Chief of Staff, Logistics
Education:
University of North Carolina at Chapel Hill 2012 - 2012
Certificate, Advanced Program in Logistics and Technology
University of New Orleans 2009 - 2010
MBA, Business Administration
Marine Corps University 2008 - 2009
Diploma, Command and Staff
University of Tennessee-Knoxville 2008 - 2008
Certificate of Completion, Supply Chain Management
Oakland University 1991 - 1995
Business, Finance
Royal Oak Shrine 1986 - 1990
Diploma, College Preparatory
Skills:
Risk Management, Internal Controls, Military, Portfolio Management, Retirement Planning, Asset Managment, Investments, Negotiation, Analysis, Team Building, Public Speaking, Business Development, Financial Statements, Financial Risk, Equities, Financial Advisory, Financial Analysis, Training, Mutual Funds, Leadership, Investment Advisory, Data Analysis, Managerial Finance, Program Management, Business Analysis, Auditing, Customer Service, Process Improvement, Microsoft Excel, Valuation, Series 7, Financial Reporting, Securities, Banking, Business Planning, Risk Assessment, Microsoft Office, Strategic Planning, Management, Project Planning, Budgets, Accounting, Strategic Financial Planning, Team Leadership, Finance, Strategy, Insurance, Operations Management, Series 63, Business Strategy
Interests:
Investing, self-improvement, spirituality, family
Honor & Awards:
Bronze Star
Meritorious Service Medal
Combat Action Ribbon
Promotion to Lieutenant Colonel in USMC (Feb 2012)
