Experience

Tolleson Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director

  • Jul 2022 - Present

• Director, Client Advisory Team

  • Jan 2017 - Jul 2022

• Manager, Client Advisory Team

  • Sep 2015 - Dec 2016



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Banker, Private Bank

  • Aug 2011 - Sep 2015



Bernstein Private Wealth Management

• Investment Management
• 500 - 600 Employee

• Assistant Vice President

  • Aug 2007 - Jul 2011

  Private Client Manager April 2010-July 2011 •Managed Dallas Private Client office, overseeing employee training, staffing, performance reviews and compliance needs Senior Private Client Associate August 2007-2009-July 2011 •Worked as relationship manager on $1 billion client base of high net worth families and foundations Private Client Manager April 2010-July 2011 •Managed Dallas Private Client office, overseeing employee training, staffing, performance reviews and compliance needs Senior Private Client Associate August 2007-2009-July 2011 •Worked as relationship manager on $1 billion client base of high net worth families and foundations



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Officer

  • Aug 2002 - Jun 2007

  Officer In Charge of Wing Contingency Plans September 2006-June 2007 •Developed contingency plans for the employment of airborne weapons systems supporting classified operations Chief of Weapons Flight Scheduling September 2005-September 2006 •Supervised four officers to manage training schedules for 80 aircrew members and met operational assignments Section Commander July 2005-September 2005 • Selectively chosen to perform operational / administrative duties for 310 person unit Air Weapons Officer Flight Training August 2002-May 2005 • Recognized as the Distinguished Graduate and ranked by instructors as #1 of 82 students Show less