About
Over 25 years as a financial consultant with series 7 & 65 license, I am available for interviews.
Experience
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Director of Planned Giving at The University of Tulsa
Aug 2024 - Present · 1 yr 11 mos
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Company Owner at JGR Consulting
Jul 2022 - Aug 2024 · 2 yrs 2 mos
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Vice President at Crews & Associates
Dec 2018 - May 2022 · 3 yrs 6 mos
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Sr Vice President at Stifel Financial Corp.
Aug 2011 - Sep 2013 · 2 yrs 2 mos
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Sr Vice President at Morgan Stanley
Jun 1993 - Jul 2011 · 18 yrs 2 mos