Resume

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

    • 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

  • 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

  • FINRA Licenses


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

  • 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.

Professional Exams

    • Certified Financial Planner (CFP®) ID: #301351

FINRA Licenses CRD: #7041287

    • Series 65 - Uniform Investment Adviser

    • Law Examination

    • 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

    • NATO Medal

Technical Skills

    • Bloomberg Certified

    • Capital Budgeting

    • Capital Needs Analysis

    • eMoney - Fundamentals Certified

    • Microsoft Office Suite

          • Word

          • Excel

          • PowerPoint

          • Access

    • MoneyGuidePro

    • Options Trading

    • Trading Platform