Joe Ward
Financial Advisor at Financial Synergies Wealth Advisors- Claim this Profile
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Experience
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Financial Synergies Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Aug 2022 - Present
Houston, Texas, United States
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Phillips 66
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United States
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Oil and Gas
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700 & Above Employee
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Director, NGL Optimization and Business Development
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Apr 2022 - Jul 2022
Houston, Texas, United States
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Director, NGL Commercial Optimization
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Sep 2021 - Apr 2022
Houston, Texas, United States NGL fractionation, transportation and storage.
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Coordinator, NGL Commercial Optimization
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Apr 2019 - Sep 2021
Houston, Texas Area - Coordination of commercial and economic decisions for the Sweeny NGL(Natural Gas Liquids) Fractionators & Freeport LPG Export Terminal. - Oversight of interests in fractionation assets in Mont Belvieu, TX & Conway, KS.
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Financial Planning & Analysis - Special Project
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Mar 2018 - Mar 2019
Houston, Texas Area
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Financial Planning & Analysis - Alliance Refinery
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Feb 2018 - Mar 2018
Belle Chasse, Louisiana
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Financial Planning & Analysis - Billings Refinery
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Sep 2017 - Feb 2018
Billings, Montana Area
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New Hire Network Committee
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Jan 2016 - Dec 2017
Houston, Texas Area With over 750 members, the group participates in 30+ networking and professional development events and activities each year. 2017 - Finance Chair 2016 - Summer Events Coordinator
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Financial Analyst - Commercial
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Jun 2015 - Aug 2017
Houston, Texas Area
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Internal Audit - Intern
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May 2014 - Aug 2014
Greater Los Angeles Area
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Ernst & Young
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China
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Accounting
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700 & Above Employee
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Assurance - Intern
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Jan 2014 - Mar 2014
Oklahoma City, OK
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Midstream Transportation - Intern
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May 2013 - Aug 2013
Bartlesville, OK
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Education
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Oklahoma State University
Bachelor's Degree, Accounting and Finance -
Rice University
Certified Financial Planner CFP® Program