I support the investment, practice management, and service needs of LPL, RBC and Raymond James advisors in Texas and Oklahoma. Areas of expertise include ETFs and mutual funds, implementation of active and passive strategies, and the building of model portfolios.With over 9 years of experience in a variety of roles at Vanguard I am motivated to help navigate global stock and bond markets, economic landscapes and evolving industry trends in practice management.
Listed skills include Customer Service, Microsoft Excel, Series 63, Financial Services, and 7 others.