Work:
Essential Managed Solutions LLC
Aug 2010 - Oct 2011
Vice President
VALIC
May 2010 - Apr 2011
Financial Advisor
American Independent Securities Group
May 2008 - Jun 2010
Financial Advisor
Paradigm Systems Consulting, Inc.
1995 - 2001
President
IBM
1981 - 1992
Product Planner
Education:
The University of Dallas 2006 - 2008
Masters of Management, Personal Finance
The University of Dallas 1986 - 1988
MBA, Management Information Systems, General
Southern Methodist University 1973 - 1976
Bachelor of Arts (B.A.), Economics
Morehouse College 1971 - 1973
Northeast Jr. High
Southeast High
Skills:
Investments, Financial Analysis, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Strategic Financial Planning, Retirement, Fixed Annuities, Series 63, Asset Allocation, Investment Advisory, Financial Advisory, Securities, 401k