Gwendolyn Mitchell, Mba Email and Phone Number
Gwendolyn Mitchell, Mba work email
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Gwendolyn Mitchell, Mba personal email
I have transitioned from a technical career into a financial planning career. I am currently pursuing a certificate for financial planning (CFP) and serving as a trustee. I am also a member of the San Antonio chapter of the Financial Planning Association. I successfully acquired my SIE certification and in the near future, I plan to obtain a series 66 license. I am interested in applying the skills that I have obtained in both careers to a role in which I can provide insightful analytical recommendations.
Think Net Tailored Wealth Solutions
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Think Net Tailored Wealth SolutionsKerrville, Tx, Us
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Career TransitionCareer Break Oct 2020 - PresentWork towards certificate of financial planning (CFP). (Includes education requirements, future exam, SIE and series 66 registration.)
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CaregivingCareer Break Dec 2022 - Present• Relocated parents from Parker, Colorado to Kerrville, Texas.• Enforced financial power of attorney to complete sale of home in Colorado, transfer assets to Texas, manage financial transactions.• Co-trustee to manage estate planning previously established including various financial transactions.• Enforced medical power of attorney to manage healthcare.
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Financial Planning ExternAmplified Planning Jun 2024 - Jul 2024Richardson, Tx, Us• Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning• Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor.• Gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and eMoney, which included live sessions with representatives from each company. -
AdvisorBecht Dec 2021 - May 2024Liberty Corner, Nj, Us• Consulted for start-up of new ethane cracker for TotalEnergies.• Provided consulting services to various downstream energy assets. -
BereavementCareer Break Feb 2022 - Sep 2023• Supported attorney through probate process.• Managed final financial affairs according to will instructions.
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RelocationCareer Break Jan 2019 - Sep 2023Project management for construction including financial management of construction loan, builder budget and schedule, change order contracts, and subcontractor performance.
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Reg Compliance ManagerMarathon Petroleum Corporation Sep 2007 - Oct 2020Findlay, Ohio, Us• Internal liaison from executive management to complete financial transactions, advise different functions on government processes and procedures, engage external consultants, create new processes and procedures and represent corporate interests to third parties related to new regulations that required the purchase of environmental credits. The overall cost of compliance was $2.5 billion per year.• Provided strategic planning to analyze business, competitive and regulatory environments related to a five-year plan. This included reviewing SEC filings, creating economic screenings, understanding operating envelops, creating and delivering presentations and evaluating capital investments. The annual revenue of Tesoro Corporation was $23 billion. -
Investment Planning AnalystBp May 1998 - Sep 2007London, England, Gb• Provided strategic direction to site by managing capital budget from corporate strategic planning group. Evaluated individual projects to determine net present value and internal rate of return. Determined economic analysis for entire site in future state to determine net present value for potential sale. The overall net present value of the Texas City refinery was $2.5 billion and was purchased by Marathon Petroleum.• Managed relationships with suppliers and customers to respond to operations of site and manage inventories and balances to maintain daily production rates of refined products. The gross margin of the Texas City refinery was over $1 billion per day.• Process engineering for various projects and unit operations to provide technical support.
Gwendolyn Mitchell, Mba Skills
Gwendolyn Mitchell, Mba Education Details
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The University Of Texas At San AntonioMba With Concentration In Economics -
Drexel UniversityChemical Engineering
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Lbj High School
Frequently Asked Questions about Gwendolyn Mitchell, Mba
What company does Gwendolyn Mitchell, Mba work for?
Gwendolyn Mitchell, Mba works for Think Net Tailored Wealth Solutions
What is Gwendolyn Mitchell, Mba's role at the current company?
Gwendolyn Mitchell, Mba's current role is Financial Planner currently completing career transition through completion of SIE, series 66 license, and certificate for financial planning (CFP)..
What is Gwendolyn Mitchell, Mba's email address?
Gwendolyn Mitchell, Mba's email address is gm****@****eum.com
What schools did Gwendolyn Mitchell, Mba attend?
Gwendolyn Mitchell, Mba attended The University Of Texas At San Antonio, Drexel University, Lbj High School.
What skills is Gwendolyn Mitchell, Mba known for?
Gwendolyn Mitchell, Mba has skills like Process Engineering, Energy, Engineering, Refinery, Refining, Petroleum, Business Planning, Environmental Awareness, Strategic Planning, Mergers And Acquisitions, Natural Gas, Operations Management.
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