Tulsa, Oklahoma
Specialties
Dec 2010 – Present
Managing Member, Senior Solutions Consultant
Feb 2018 – Nov 2018
Office & Area Project Manager
Sep 2016 – Mar 2018
Clinic Manager
Dec 2015 – Jun 2016
Aug 1997 – Dec 2010
President
In Progress
Certificate, Six Sigma Green Belt
LinkedIn Learning
Bachelors, Major-Finance; Minors-Accounting, Economics
Oklahoma State University
Certificate, Certified Financial Planner (CFP)
College For Financial Planning
Certificate, Certified Investment Management Analyst
The Wharton School, University of Philadelphia
Certificate, Accredited Investment Fiduciary and Accredited Investment Fiduciary Auditor (AIF, AIFA)
Katz School of Business, University of Pittsburgh
Certificate, Behavioral Communication, Certified Professional Behavioral Analyst (CPBA)
Target Training International
Certificate, Behavioral Communication, Certified Professional Values Analyst (CPVA)
Certificate, Six Sigma Foundations
Certificate, Non Profit Management
The Oklahoma Center for Non Profits