Randy Simpson

About Randy Simpson

TSPN Wealth Management Group We believe your wealth is built on straightforward guidance and prudent choices. Our team purposefully avoids risky investments, financial trends, and overly complex strategies, focusing instead on combining world-class resources with personalized, informed support. We serve individuals as well as a select group of organizations and their employees to apply Merrill Lynch’s vast resources in pursuit of our clients’ goals — while working to preserve their financial futures.At TSPN Wealth Management Group, we act as your personal CFO. It is our team\'s goal to help reduce your fees and taxes while maximizing your assets with the least risk possible. Global Capabilities Delivered Locally As part of Merrill Lynch, the TSPN Wealth Management Group provides you access to a world-class selection of investment resources. We not only customize the strategies we use to pursue your goals but we also partner with Merrill Lynch specialists to address your most complex or demanding wealth management needs. Passion for Wealth Management We never provide clients with tired strategies or cookie-cutter guidance, because we genuinely love our work and care about clients’ well-being — we work tirelessly to support your goals with innovative, thoughtful service. We dedicate our entire professional lives to helping you make the most of your financial life. Our Services Institutional Investor • Equity compensation plans• Retirement plan strategies and construction• Employee education programs• SEC reporting• Rule 144 Transactions• 10b5-1 Plans• Directed Share Programs Individual Investors • Retirement Planning Services • Stock option exercise• Trust Management• Liability Management• Portfolio Management• Financial Planning• Estate PlanningPlease contact me at:r••••••••@ml.com(71••••••47

Experience

1. Vice President - Financial Advisor

   Merrill Lynch

   Apr 2017 — Present · Houston, TX, US

   At TSPN, we act as your personal CFO. We believe your wealth is built on straightforward guidance and prudent choices. We serve individuals as well as a select group of organizations and their employees to apply Merrill Lynch’s vast resources in pursuit of our clients’ goals. It is our team\'s goal to reduce your fees, taxes and maximize their assets with the least risk possible.

Education

• University of Colorado Colorado Springs

  Bachelor’s Degree, Operations Management

• University of Colorado Colorado Springs

  Master of Business Administration (M.B.A.), Finance

Skills

• Qad
• Supply Chain Management
• Data Mining
• Strategic Planning
• Budgeting & Forecasting
• Manufacturing
• Business Analysis
• Quality System
• Series 66
• Warehousing, Distribution, & Logistics
• Project Management
• Cross-Functional Team Leadership
• Operations Management
• Series 7
• Process Improvement
• Enterprise Resource Planning (Erp)
• Fda Gmp
• Iso 13485
• Planning Budgeting & Forecasting
• Organizational Leadership
• International Project Management
• Facilities Management
• Procurement
• Team Development & Management
• Managing Large Scale Projects
• Erp Implementations