Open / Banking / Legal / Insurance / Misc. Kingwood Resume - Kingwood, TX

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Last Updated: Feb 2, 2012 @ 11:34am

Seeking Job: Open / Banking / Legal / Insurance / Misc.
Position Desired: Open / Banking / Legal / Insurance / Misc.

Education:
1995 TEXAS A&M CORPUS CHRISTI,TX.
B.A. in Political Science, Highest Honors Graduate

MILITARY
11/1986 05/1991 U.S. MARINE CORPS, CAMP LEJUENE, NORTH CAROLINA



Work History / Experience:
/ - Present
BOWMAN PRO SERVE
Supreme Court Certified - Service of Process

Duties: Full Service Legal Support, service of process. % success rate in years for all clients on service of process.

/ - /
CHASE INVESTMENT SERVICES, Inc.
Financial Advisor

Duties: Build and sustain long term financial relationships with affluent clients. Utilize my knowledge of investment products, financial planning tools, and client input to create financial plans tailored to meet the client's financial goals, and ensure high levels of client satisfaction and retention.

/ /
MORGAN STANLEY SMITH BARNEY.
Financial Advisor, Houston, Texas
Duties: Build and sustain long term financial relationships with affluent clients. Utilize my knowledge of investment products, financial planning tools, and client input to create financial plans tailored to meet the client's financial goals, and ensure high levels of client satisfaction and retention.

/ /
WOODFOREST NATIONAL BANK
Vice President, Private Banker, Houston, Texas

Duties: Build an affluent client portfolio and ensure highest levels of customer satisfaction for Woodforest National Bank at the new Kingwood location.

Deeds: Successfully opened the new Kingwood branch.

/ /
BANK OF AMERICA
Vice President, Premier Client Manager, Houston, Texas

Duties: Build and sustain relationships with new and existing affluent clients, manage a $ million portfolio and sustain client delight while growing the client's wealth and banking relationship.
Deeds: Consistently exceeded sales and client satisfaction goals, built a $ million portfolio from the ground up.

/ /
BANK OF AMERICA
Banking Center Manager - Several Texas Locations

/ /
NATIONSBANK


Skills:
PROFESSIONAL LICENSES:
Series 7, Series 31, Series 65, Series 6, Series 63, and Group One Insurance License.

Desired Compensation / Salary:
Negotiable




Contact Information



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