Location:
5801 east 41St St, Tulsa, OK 74107
Work:
Capital Asset Management
Financial Services Professional
Capital Asset Management
Wealth Manager
Rmh Investments, Llc.
2005 - Jan 2015
Principal Officer
Summit Financial Group
2000 - 2005
Executive Vice President
Education:
The American College of Financial Services 1969 - 2008
Pace University
Skills:
Writing, Editing, Portfolio Design and Management, Portfolio Management, Management, Strategic Financial Planning, Financial Planners, Investments, Retirement Planning, Series 7, Investment Advisory, Finance, Mutual Funds, Insurance, Asset Allocation, Financial Services, Fixed Annuities, Wealth Management, Long Term Care, Securities, Financial Advisory, Estate Planning
Interests:
I Wrote the Investment Edge
Writing
Investing