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DREW R. ROEVER, Registered Investment Adviser
Junior Financial Planner
Responsibilities include proforma generation, portfolio allocations,
reviewing client statements, preparation of client presentations, and
ongoing monitoring of the core holdings
Education:
Bachelor of Business Administration in Finance, Texas Christian University,
2006
Semester Abroad, IES Barcelona, Spain, 2004
Professional Background:
TD Ameritrade Holding Corporation – Investor Services Intern
Freddie Mac Home Loan Mortgage Corporation – Operations & Technology
Intern
AmeriCredit Corporation – Credit Risk Management & Analysis
Intern
Current and Past Affiliations:
Scholarship Chair of Phi Kappa Sigma National Fraternity, 2004
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