A Career in Wealth Management

Event Details

Date: Thursday, October 6th, 2016, 5:30 p.m. – 7:30 p.m.

Location: Alumni Center

Presenters/Participants

Scott Wheeler: EVP and Corporate CFO of Daseke

Biography: Scott Wheeler has worked as the EVP and Corporate CFO of Daseke for over 4 years. Mr. Wheeler is an experienced financial and business management executive. He has served in many leadership positions, such as the Mayor of Addison and the CFO of multiple companies. In 1980, Wheeler graduated with his B.S. at Texas A&M University Commerce. He serves as an active board member at the University, and is also an Adjunct Professor. In 1985, he graduated with an M.B.A. at Southern Methodist University-Cox School of Business.

Harry LaRosiliere: Senior Vice President of Wealth Management at UBS.

Biography: Harry LaRosiliere has worked as the Senior Vice President of Wealth Management at UBS for over 7 years. He has his certifications in Financial Planning (CFP), Chartered Private Wealth Advisor (CPWA), Chartered Financial Consultant (ChFC), and UBS Financial Services Inc. Mr. LaRosiliere won the Top 1200 Financial Advisor Barron’s Award in 2012. LaRosiliere received his B.S. degree in Geology at the City College of New York.

Lucy Gore: Financial Advisor at Edward Jones

Biography: Lucy Gore has worked as a Financial Advisor at Edward Jones for over 5 years.

Byron Sanders: Vice President and Private Client Associate at US Trust

Biography: Byron Sanders has worked as the Vice President and Private Client Associate at U.S. Trust for over 2 years. He has won

The 40 Under Forty and the Minority Business Leader Award from Dallas Business Journal. Mr. Sanders is a part of various organizations such as Dallas Alumni Association, Children at Risk, and Dallas Assembly. In 2006, he earned his BSBA in Marketing from the University of Tulsa, where he also served as the Student Association President and University Ambassador.

Mick Trusty: Senior Vice President, Chief Fiduciary Officer of Guaranty Bank & Trust.

Biography: Mick Trusty has worked in the trust and wealth management business for over 42 years. He has successfully built and continued to develop the fiduciary based wealth management group at Guaranty Bank & Trust.  Mr. Trusty is also an adjunct tax professor on campus and serves on the University’s College of BusinessAdvisory Board.