Resumes
Resumes
Location:
3810 Carondelet St, New Orleans, LA 70115
Industry:
Financial Services
Work:
Royal Road Wealth Partners
Founding Partner
Compass Capital Mgmt Aug 2017 - Jul 2019
Financial Advisor
Manufacuturing and Distribution Company 1999 - 2017
Vice President and General Manager
Srs Commodities 1996 - 1999
Production Manager
Founding Partner
Compass Capital Mgmt Aug 2017 - Jul 2019
Financial Advisor
Manufacuturing and Distribution Company 1999 - 2017
Vice President and General Manager
Srs Commodities 1996 - 1999
Production Manager
Education:
Southeastern Louisiana University 2009 - 2009
Bachelors, Bachelor of Science, Accounting, Finance
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
529 Plans
Investment Advisory
Mutual Funds
Bonds
Stock Brokerage
Asset Management
Roth Iras
Traditional Iras
Financial Strategies For Individuals and Familys
Financial Strategies For Businesses
Wealth Management
Annuities
Retirement Strategies
Long Term Care Insurance
Disability Insurance
Life Insurance
Series 66
Series 7
Strategic Planning
Microsoft Office
Management
Customer Service
Sales
Investment Advisory
Mutual Funds
Bonds
Stock Brokerage
Asset Management
Roth Iras
Traditional Iras
Financial Strategies For Individuals and Familys
Financial Strategies For Businesses
Wealth Management
Annuities
Retirement Strategies
Long Term Care Insurance
Disability Insurance
Life Insurance
Series 66
Series 7
Strategic Planning
Microsoft Office
Management
Customer Service
Sales
Location:
New Orleans, LA
Industry:
Financial Services
Work:
Compass Capital Mgmt
Financial Advisor
J&M Industries 2014 - 2017
Jmi Vice President and General Manager
J&M Industries 2009 - 2014
J and M Sales Representative
J&M Industries 2002 - 2009
J and M Customer Service Manager and Cad Technician and Schedule Coordinator
J&M Customer Service Manager Cad Technician Schedule Coordinator 1999 - 2002
J and M Distribution Manager
Financial Advisor
J&M Industries 2014 - 2017
Jmi Vice President and General Manager
J&M Industries 2009 - 2014
J and M Sales Representative
J&M Industries 2002 - 2009
J and M Customer Service Manager and Cad Technician and Schedule Coordinator
J&M Customer Service Manager Cad Technician Schedule Coordinator 1999 - 2002
J and M Distribution Manager
Skills:
529 Plans
Investment Advisory
Mutual Funds
Bonds
Stock Brokerage
Asset Management
Roth Iras
Traditional Iras
Financial Strategies For Individuals and Familys
Financial Strategies For Businesses
Wealth Management
Annuities
Retirement Strategies
Long Term Care Insurance
Disability Insurance
Life Insurance
Series 66
Series 7
Strategic Planning
Microsoft Office
Management
Customer Service
Sales
Investment Advisory
Mutual Funds
Bonds
Stock Brokerage
Asset Management
Roth Iras
Traditional Iras
Financial Strategies For Individuals and Familys
Financial Strategies For Businesses
Wealth Management
Annuities
Retirement Strategies
Long Term Care Insurance
Disability Insurance
Life Insurance
Series 66
Series 7
Strategic Planning
Microsoft Office
Management
Customer Service
Sales