2007
to present |
Cypress
Wealth Management, Dallas, Texas |
| |
... Financial
Planner, Client Service |
| |
2005
to 2007 |
Estate
of Affairs/ Associated Securities Corp.
|
| |
... Client
Relationship Manager |
| |
2003
to 2005 |
Denk
Strategic Wealth Partners/ Jefferson
Pilot Securities |
| |
... Operations
Supervisor |
| |
2000
to 2003 |
Robert
Harding Financial Group/Raymond James
Financial |
| |
... Director,
Client Service/Paraplanner |
| |
1995
to 2000 |
Carter
Financial Management/ Raymond James
Financial |
| |
... Administrative
Assistant/Paraplanner |
| |
1990
to 1995 |
Finance
500, Inc.
... Operations
Manager |
