Resumes
Resumes
Location:
Midland, TX
Industry:
Financial Services
Work:
Level Partners, Llc
Senior Financial Advisor
Senior Financial Advisor
Education:
Texas Tech University 2001 - 2003
Master of Science, Master of Business Administration, Masters Texas Tech University - Rawls College of Business 1998 - 2000
Bachelors, Bachelor of Business Administration, Finance
Master of Science, Master of Business Administration, Masters Texas Tech University - Rawls College of Business 1998 - 2000
Bachelors, Bachelor of Business Administration, Finance
Skills:
Retirement Planning
Investments
Financial Advisory
Retirement
Finance
Investment Strategies
Risk Management
Management
Iras
Tax
Education Funding
Financial Analysis
Employee and Executive Benefits
Tax Management Strategies
Estate Planning Strategies
Asset Allocation
Wealth Preservation Strategies
Wealth
Investments
Financial Advisory
Retirement
Finance
Investment Strategies
Risk Management
Management
Iras
Tax
Education Funding
Financial Analysis
Employee and Executive Benefits
Tax Management Strategies
Estate Planning Strategies
Asset Allocation
Wealth Preservation Strategies
Wealth
Interests:
Children
Certifications:
Certified Financial Planner® (Cfp)
Chartered Life Underwriter® (Clu)
Chartered Life Underwriter® (Clu)