Swbc
Loss Draft Prevention
House Black
Senior Advisor
House Black Jan 2015 - Jan 2016
Vice President
House Black Jan 2015 - Jan 2016
Principal
J.p. Morgan Jan 2010 - Jan 2015
Financial Advisor
Education:
The Colorado School of Professional Psychology 2015 - 2017
The Colorado School of Professional Psychology 2016 - 2017
Ashford University 2015 - 2016
Master of Business Administration, Masters, Business Administration, Logistics, Public Administration, Economics, Business
Ashford University 2013 - 2016
Masters, Master of Arts, Organizational Management, Project Management
Ashford University 2010 - 2014
Bachelors, Bachelor of Arts, International Business
San Antonio College 1986 - 1988
Samuel Clemens High School
Palo Alto College, San Antonio
Skills:
Management Leadership Project Management Customer Service Sales Banking Strategic Planning Risk Management Business Process Improvement Business Analysis Budgeting Marketing Financial Analysis Sales Management Personal Finance Financial Planning Operations Management Operational Planning Credit Risk Credit Management Training Employee Learning and Development Learning Disabilities Learning Management Risk Analysis Compliance Management Team Building Coaching Financial Services Finance Performance Management Strategy Vendor Management Credit Financial Risk Portfolio Management Microsoft Office Program Management
Interests:
Social Services Economic Empowerment Civil Rights and Social Action Politics Environment Poverty Alleviation Human Rights Animal Welfare Health
Brinker Capital
Director, National Accounts at Brinker Capital
Brinker Capital Jan 2013 - Dec 2014
Investment Services Investment Consultant
Brinker Capital May 2005 - Dec 2012
Investment Consultant
Abfs Mar 1994 - Apr 2005
Vice President
F.n Wolf & Co Oct 1991 - Jan 1994
Account Executive
Education:
Penn State University 1987 - 1991
Bachelors, Bachelor of Science, Public Service
Lansdale Catholic High School 1983 - 1987
Skills:
Asset Allocation Alternative Investments Investment Advisory Series 7 Investment Strategies Mutual Funds Financial Services Relationship Management