Resume
Resume
Summary of Qualifications
Summary of Qualifications
- Bachelor’s Degree in Finance Working Towards Masters
- On Track for Certified Financial Planner (CFP®) Designation
- Strong Leadership and Team Building Experience
- Critical Thinking Problem Solver
- Proficient in Computers and Relevant Software
- Technical and Analytical Knowledge of Financial Markets and Concepts
- Licensed Financial Professional
Education
Education
Master of Science (M.S.), Finance (GPA 4.0)
Texas A&M – Texas A&M – Commerce JAN 2018 – DEC 2019Bachelor of Business Administration (B.B.A.), Finance (GPA 3.91)
Texas A&M – Commerce JAN 2016 – DEC 2017Associate of Science (A.S.), Business Administration (GPA 3.86)
Northeast Texas Community College AUG 2013 – DEC 2015Certificate, Business Management - Financial Accounting
Northeast Texas Community College AUG 2013 – DEC 2015Experience
Experience
Financial Representative
TD Ameritrade - Southlake, Texas NOV 2018 – PRESENTFinancial Representative
- Series 63 - Uniform Securities Agent State Law Examination
- Series 7TO - General Securities Representative Examination
- SIE - Securities Industry Essentials Examination
Assistant Night Shift Production Supervisor
Tectran Manufacturing Inc. - Winnsboro, Texas FEB 2014 – JAN 2016Assistant Night Shift Production Supervisor
- Oversee and participate in the production of pressurized air brake lines for large commercial transportation trucks.
- Facilitate training of new hires on proper use of pertinent machines and equipment to meet standard of quality and production quota.
- Social Committee Member
Infantryman (Alpha Team Leader)
Texas Army National Guard - Greenville, Texas FEB 2009 – FEB 2015Infantryman (Alpha Team Leader)
- Alpha Team Leader 1st Squad 3rd Platoon Alpha Co 3/144TH INF
- Afghanistan 2012-13: Task Force Bowie: Base Defense Operations
- Joint Operational Experience
- Active Secret Security Clearance
Associate Manager
Sonic Drive-In - Winnsboro, Texas MAR 2011 – APR 2012Associate Manager
- Oversee food preparation and equipment use in accordance with health code and restaurant policy.
- Maintain appropriate shift labor cost and food cost expenses.
- Responsible for regular bank deposits and closing of Point of Sale systems (POS) and restaurant.
Relevant Coursework
Relevant Coursework
- Business Communication
- Data & Information Management
- Economic Forecasting
- Financial Statement Analysis and Valuation
- Money Banking and Financial Markets
- Principles of Financial Planning
- Principles of Investments
- Marketing
- Retirement Planning and Employee Benefits
Honors and Extracurricular
Honors and Extracurricular
- Beta Gamma Sigma Honor Society ΒΓΣ
- Phi Theta Kappa Honor Society FQK
- Economics & Finance Society
- Officer Position Treasurer
- Summa Cum Laude - Undergraduate
- Air Force Achievement Medal
- Army Commendation Medal
- NATO Medal
Technical Skills
Technical Skills
- Bloomberg Certified
- Capital Budgeting
- Capital Needs Analysis
- Microsoft Office Suite
- Word
- Excel
- PowerPoint
- Access
- Minitab - Statistical Software
- MoneyGuidePro
- Prezi - Presentation Software
- SQL Database Management Language