Resumes
Resumes
Investment Counselor
View pageLocation:
501 north Village Dr, Mckinney, TX 75071
Industry:
Financial Services
Work:
Investment Counselor
Education:
University of North Texas
Bachelors, Bachelor of Arts
Bachelors, Bachelor of Arts
Certifications:
Certified Financial Planner
Craig Palu San Antonio, TX
View pageWork:
AMERICAN FUNDS
2009 to 2000
LPL FINANCIAL
San Antonio, TX
2008 to 2009
dba Texas Legacy Wealth Management
FLS at SMITH BARNEY
San Antonio, TX
2007 to 2008
Senior Advisor
EDWARD JONES D. INVESTMENTS
San Antonio, TX
2003 to 2007
Financial Advisor - Challenged
IRIS MEDICAL SUPPLY, LLC
San Antonio, TX
2001 to 2002
Vice-President of Operations
SUN CHOICE MEDICAL SUPPLIES
Albuquerque, NM
2000 to 2001
Divisional Vice-President
PSS/WORLDMED
1998 to 2000
Operations Manager
PSS/WORLDMED
Jacksonville, FL
1991 to 2000
PSS/WORLDMED
Little Rock, AR
1996 to 1998
Operations Manager
PSS/WORLDMED
1991 to 1995
Call Center Manager
2009 to 2000
LPL FINANCIAL
San Antonio, TX
2008 to 2009
dba Texas Legacy Wealth Management
FLS at SMITH BARNEY
San Antonio, TX
2007 to 2008
Senior Advisor
EDWARD JONES D. INVESTMENTS
San Antonio, TX
2003 to 2007
Financial Advisor - Challenged
IRIS MEDICAL SUPPLY, LLC
San Antonio, TX
2001 to 2002
Vice-President of Operations
SUN CHOICE MEDICAL SUPPLIES
Albuquerque, NM
2000 to 2001
Divisional Vice-President
PSS/WORLDMED
1998 to 2000
Operations Manager
PSS/WORLDMED
Jacksonville, FL
1991 to 2000
PSS/WORLDMED
Little Rock, AR
1996 to 1998
Operations Manager
PSS/WORLDMED
1991 to 1995
Call Center Manager
Education:
The University of North Texas
Denton, TX
1986 to 1991
BA in Radio-TV-Film and Political Science
Denton, TX
1986 to 1991
BA in Radio-TV-Film and Political Science
Skills:
CFP, Series 7, Series 66, State of Texas General Lines Health, Life, HMO Insurance License