Scalar Analytics
Senior Associate
Riverpoint Capital Management, Inc. Jun 2014 - Sep 2016
Wealth Advisor and Portfolio Manager
First Southwest Company Dec 2013 - May 2014
Vice President
Jackson Aug 2011 - Dec 2013
Regional Sales Desk Director
Jackson Oct 2010 - Aug 2011
Business Development Consultant
Education:
University of Notre Dame 2002 - 2006
James Cook University 2004 - 2004
Certifications:
Certified Financial Planner™ Series 7 (General Securities) Series 6 (Investment Company Products/Variable Contracts) Series 26 (Investment Company Products/Variable Products Principal) Series 63 (Uniform Securities Agent State Law) Series 65 (Uniform Investment Adviser Law)