Financial Advisor/District Assistant at AXA Advisors, LLC
Location:
Houston, Texas Area
Industry:
Financial Services
Work:
AXA Advisors, LLC since Nov 2006
Financial Advisor/District Assistant
Walgreen Co May 2005 - Jul 2005
Assistant Manager
Falcon International Bank May 2004 - Jul 2004
Human Resources Clerk
DISA INVESTMENTS Jun 2003 - Dec 2003
Accountant Assistant Administrator
International Bank of Commerce Jun 2002 - Oct 2002
Teller
Education:
Texas A&M University, College
Bachelor of Science, Economics
Equitable
Regional Vice President, Financial Consultant
Axa Advisors Jan 2007 - Jun 2012
Retirement Benefits Specialist
Axa Advisors Jan 2007 - Jun 2012
Divisonal Vice President, Financial Consultant
Walgreens 2005 - 2005
Intern
Falcon International Bank 2004 - 2004
Human Resources Assistant
Education:
The Wharton School 2017 - 2017
Texas A&M University 2003 - Aug 2006
Bachelors, Bachelor of Science, Economics
Skills:
Agency/Firm Building Business Strategies Business Succession Planning Coaching Education Planning Strategies College Savings Employee Benefits Planning Estate Planning Strategies Executive Benefits Planning Strategic Financial Planning Financial Services Insurance Planning Long Term Care Insurance Disability Insurance Investment Planning Pension Distribution Planning Recruiting Hiring Retirement Specialist Risk Management Retirement Planning Services Wealth Preservation Strategies
Interests:
Sand Volleyball Whiskey Tasting Soccer Sports Tough Mudder Golf See 7 Photography Fitness Family/Friends Running Houston Dynamo Soccer Movies Grill Master Live Music/Concerts Volleyball Scotch Tasting Sailing Tequila Tasting Travel Houston Texans Football Beaches See Less Competition
Languages:
Spanish
Certifications:
Series 7, 24, 66 Retirement Benefits Specialist In Tax Qualified Markets Texas General Lines: Agent Life, Accident, Health, and Hmo Retirement Planning Specialist