Bank of America
Managing Director Wealth Strategies Group
BBVA Compass
COO Wealth Management U.S.
BBVA Compass
CEO BBVA Wealth Solutions
High Net Worth Consulting
Principal
Terry Family Wines, LLC dba ...and... Wine company
Founder and CEO
Heartland Financial USA, Inc.
EVP, Private Wealth Management Director
Bank of Oklahoma
Sr Vice President Market Executive
Texas Nature Conservancy, Houston Coastal Region
Chairman of the Board
The University of Texas at Austin - The Red McCombs School of Business
Corporate Coach U
UC Davis Graduate School of Management