Summary of Qualifications
Advanced Degree (M.S.F.) Master's of Science in Finance
On Track for Certified Financial Planner (CFP®) Designation
Education and Exam Requirements Met
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
Master of Science (M.S.), Finance (GPA 4.0)Texas A&M – Texas A&M – Commerce JAN 2018 – DEC 2019
Bachelor of Business Administration (B.B.A.), Finance (GPA 3.91)Texas A&M – Commerce JAN 2016 – DEC 2017
Associate of Science (A.S.), Business Administration (GPA 3.86)Northeast Texas Community College AUG 2013 – DEC 2015
Certificate, Business Management - Financial AccountingNortheast Texas Community College AUG 2013 – DEC 2015
Financial RepresentativeTD Ameritrade - Southlake, Texas NOV 2018 – PRESENT
Experienced with advanced options strategies, Thinkorswim trading platform, serving high net worth private client services clients, asset transfers, and new accounts.
Identified stated and unstated needs referring clients out to Financial Consultants for advisement when warranted
Assistant Night Shift Production SupervisorTectran Manufacturing Inc. - Winnsboro, Texas FEB 2014 – JAN 2016
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 2015
Alpha Team Leader 1st Squad 3rd Platoon Alpha Co 3/144TH INF
Afghanistan 2012-13: Task Force Bowie: Base Defense Operations
Joint Operational Experience
Secret Security Clearance
Associate ManagerSonic Drive-In - Winnsboro, Texas MAR 2011 – APR 2012
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.
Certified Financial Planner (CFP®) ID: #301351
FINRA Licenses CRD: #7041287
Series 65 - Uniform Investment Adviser
Series 63 - Uniform Securities Agent
State Law Examination
Series 7TO - General Securities Representative Examination
SIE - Securities Industry Essentials Examination
Award and Accolades
TD Ameritrade - President's Club (4X)
TD Ameritrade - Circle of Champions
TD Ameritrade - Excellence in Service (2X)
Summa Cum Laude - Undergraduate
Air Force Achievement Medal
Army Commendation Medal
Capital Needs Analysis
eMoney - Fundamentals Certified
Microsoft Office Suite