Morgan Stanley
Financial Advisor
Southwest Securities
VP, Director of Marketing
BOK Financial
VP, Director of Business Innovation
Southwest Securities
SVP, Chief Operating Officer and Director of Broker Services
Goldman Sachs Personal Financial Management
VP, Partnership Management
Southwest Securities
EVP, Strategic Business Development
Lumiant Pty LTD
Head of Sales
HD Vest Financial Services
Financial Planning Consultant
Securities Industry Institute - The Wharton School of Business
University of North Texas
