- ARRM Care Award nominee in 2006
- Completion of Perkins Prism Management System
I am an Investment Professional at Next Financial Group located in Houston, Texas. I work out of a branch office located in Eden Prairie, Minnesota. I have been an investment professional for 12 years. This includes 3 years with Advantage Capital and nine years with my current company, Next Financial.
I specialize in all areas of investing with a particular emphasis on building portfolios as well as various trend-following techniques.
I hold a Bachelor of Science Degree in Business Management and recently completed a Master's Degree in Business Administration with a healthcare management emphasis. I am seeking a permanent position with an established company.
I am Registered Representative with a Series 7 Brokers Licence as well as a Series 4 Registered Options Principal License. I am experienced in managing all types of portfolios as well as investment accounts.
As a Program Coordinator, my job duties include: planning, implementation, and evaluation of programs; coordinating personnel resources; conflict resolution; and establishing and focusing on managerial priorities.