Investment Adviser Representative, Life Insurance Professional
Shockley Insurance AgencyLaunched and leads a growing financial-services division, account relationships, team development, and community outreach.
CURRICULUM VITAE
Active Series 6, 63, and 65 registrations · Life and health licensed in Texas, Arkansas, and Oklahoma · Completing CFP® certification education requirements
Launched and leads a growing financial-services division, account relationships, team development, and community outreach.
Managed client relationships, coordinated with consultants, and supported quarterly and annual account reviews.
Led a 35-year-old family business through operational transition and a successful ownership sale.
Led approximately 105 employees across seven locations, supported a 96-store e-commerce rollout, and managed 26 remodels.
EDUCATION
B.S., International Business, Economics, Finance
Cum Laude · 3.83 GPA · 2019
Study abroad: Madrid, Spain and Shanghai, China
LEADERSHIP
Sherman Symphony Board Member
Sherman Chamber Ambassador
Leadership Sherman Graduate and Lead Spokesperson
ADDITIONAL
Spanish, professional working proficiency
Professional violinist