Sales High School

Resume

Joe W. DuBose *********@*******.***

Executive Summary

Bilingual (Eng./Span.), degreed financial and tax professional leverages multi-industry experience

to generate unique perspectives for business development. Successful history in mortgage

lending and oil/gas exploration investment ventures. Former geologist employs disciplined,

explorationist mindset for balancing logic with imagination, risk with potential in identifying

underserved markets..

Industry-specific Achievements

Top producer of home equity loans while at Mortgage Funding Network-Austin.

Successfully originated and marketed big-ticket oil and gas drilling ventures to astute

industry investors.

Achieved #1 sales ranking of 400 sales reps (tri-state area) while at CAVCO Homes.

Professional Experience

Financial Advisor/Planner, Capitol Wealth Strategies, Austin, TX Dec. 2012 to Present

Financial Advisor/Planner, Veritat, RIA, Austin, TX July 2012 to Aug 2012

Mortgage Loan Originator, Austin, TX May 1998 TO August 2005

• Provided lead generation, and loan origination in association with Austin-area brokers.

Oil & Gas Investment Sales / Exploration Geologist, Laredo,TX July 1979 to August 1989

• Sole proprietor of oil exploration company engaged in the generation of drilling ventures.

• Staff exploration geologist charged with increasing company’s oil and gas reserves.

Tax Professional, Austin, TX 11 tax seasons

• Experience in federal / state income tax preparation for individuals and small business.

• Experience in real estate purchases/sales, rental properties, and oil/gas investments.

Environmental Geologist/Contract Specialist, Austin,TX May 19196 to Sept. 1998

High School Teacher, McAllen, TX / Laredo, TX August 1989 to May 1991

Professional Experience- Mexico

Petroleum Exploration Geologist Ceballos, Durango; Campeche (offshore)

Environmental Geologist Monterrey, Nuevo Leon; Nogales, Sonora

Education and Licenses/Certification

Passed Series 65-Uniform Investment Advisors Exam (March, 2012)

Possess Life, Accident, and Health Insurance license (May, 2013)

The University of Texas at Austin - Bachelors Degree in Geological Sciences

Previously-held Securities Licenses: Series 7, 63, and 22

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