Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • United States
    • Pet Services
    • 1 - 100 Employee
    • Owner
      • Oct 2019 - Present
    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Team Lead
      • Jan 2017 - Oct 2019

      Kansas City, Missouri Area

    • Consultant
      • Apr 2012 - Oct 2019

      Kansas City, Missouri Area

    • United States
    • Financial Services
    • Investment Analyst
      • May 2011 - Mar 2012

      Tulsa, Oklahoma Area Largest Institutional Investment Consulting Firm in the State of Oklahoma and Top 50 in the U.S. Assets Under Management - $13 billion. GWG clients include large public and corporate pension plans, foundations, corporations, and non-profits. • Worked with a small team of researchers assembling and interpreting client, market and investment data • Investment manager and security market research, data interpretation, and analysis • RFP/RFI investment preparation and… Show more Largest Institutional Investment Consulting Firm in the State of Oklahoma and Top 50 in the U.S. Assets Under Management - $13 billion. GWG clients include large public and corporate pension plans, foundations, corporations, and non-profits. • Worked with a small team of researchers assembling and interpreting client, market and investment data • Investment manager and security market research, data interpretation, and analysis • RFP/RFI investment preparation and analysis • Negotiations, conferences, meetings and delivery of presentations to clients • Prepare client reports detailing performance, analysis, strategy and outlook Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • May 2010 - Aug 2010

      Tulsa, Oklahoma Area • Worked with clients to fulfill financial needs and create financial stability • Analyzed the needs of clients

    • United States
    • Non-profit Organizations
    • External Vice President
      • May 2009 - Dec 2009

      Tulsa, Oklahoma Area • Worked with the president and the internal vice president to ensure that the house operated properly • Oversaw and instructed external chairs including philanthropy, athletics, social, public relations and campus involvement • Attended weekly executive meetings to discuss current house issues

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Assistant Tennis Coach
      • May 2008 - Aug 2008

      Wichita, Kansas Area • Coached players one on one to specifically target areas of improvement • Prepared and fine tuned tournament players for matches

Education

  • University of Tulsa
    Bachelor of Science in Business Administration (BSBA), Finance and Business Management with a specialization in Business Law
    2007 - 2011

Community

You need to have a working account to view this content. Click here to join now