Location:
5347 south Valentia Way, Greenwood Village, CO 80111
Work:
Ascendant Capital, Llc.
Managing Partner
Ascendant Mortgage Corp.
Chief Operations Officer
Wells Fargo Advisors
Oct 2011 - Jan 2013
Financial Advisor
American Guaranty Financial Group
Feb 2009 - Sep 2011
Financial Advisor
Merrill Lynch
Jun 2008 - Feb 2009
Global Wealth Management
Strategic Acquisitions Group
Nov 2006 - Jun 2008
Principal
Hp Financial Corp
Mar 1997 - Nov 2006
President and Owner
Education:
The University of Texas at Austin 1986 - 1991
Bachelors, Bachelor of Arts, English
University of Texas 1991
Bachelors, Bachelor of Arts
Strake Jesuit College Preparatory 1982 - 1986
Skills:
Finance, Asset Management, Financial Services, Mutual Funds, Wealth Management, Financial Goals, Investments, Retirement Planning, Loans, Asset Managment, Mortgage Banking, Economics, Mortgage Lending, Leadership, Strategic Planning, Marketing, Credit Analysis, Credit, Portfolio Management, Valuation, Sales, Customer Service, Business Development, Marketing Strategy, Strategic Leadership, Social Media Marketing, Market Research, Email Marketing, Online Marketing, Digital Marketing, Team Leadership, Leadership Development, Strategic Partnerships, Advertising, Online Advertising, Banking, Management, Retirement, Financial Advisory, Loan Origination, Real Estate, Crm
Interests:
Networking
Children
Fly Fishing
Economic Empowerment
Civil Rights and Social Action
Education
Mountain Climbing
Hiking
Camping
Science and Technology
Disaster and Humanitarian Relief
Mountain Biking
Arts and Culture
Health
