Resume

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

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 Accounting

Northeast Texas Community College AUG 2013 – DEC 2015

Experience

Financial Representative

TD Ameritrade - Southlake, Texas NOV 2018 – PRESENT
  • 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 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
  • Active Secret Security Clearance

Associate Manager

Sonic 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.

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

    • 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

    • 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