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Vitae
Education |
Professional Designations and Licenses |
Academic Experience
Other Experience | Honors
and Recognitions | Civic and Professional
Involvement
Publications and Papers |
Arbitration and Mediation Assignments
Education
- B.S. Marketing, Syracuse University, 1973
- M.B.A. Management, University of Texas, Arlington, 1978
- Art of Negotiation, 1980
- Intro ADR Training, 40 Hours, 1990
- NASD-SRO/AAA Securities Arbitrator Training, 1994
- NASD Employment Law Training, 1994
- NASD Arbitrator Chair Training, 1997
- NASD Code of Arbitration (new), 2007
- Leadership Arlington, 1994-95
- NYSE Arbitration Training, 2005
- Arbitration Training, Federal Arbitration Act, State
Arbitration Act, University of Texas, School of Law, 2006
- Ethical Issues in Mediation and Beyond Basic Mediation,
University of Texas School of Law, 2004
- Arbitration Workshop, University of Texas School of Law,
2006
- NASD Expungement, 2004
- NASD Discovery, Abuses and Sanctions, 2005
- NYSE Arbitrator Training, 2005
- NASD Direct Communications Rule, 2006
- Collaborative Practice, 2008
Professional Designations and
Licenses
- Registered Financial Consultant (RFC)
- NASD Series 8, 7, 63, 3 (1985-2005)
- Life and Health General Lines Life Insurance, Texas
- Mediator/Arbitrator
- FINRA Arbitration Panel
- FINRA Mediation Panel
Academic Experience
- Adjunct Faculty Instructor, Texas Christian
University, Extension Program (Degree) Carswell AFB,
1978-1988
- Adjunct Faculty Instructor, Park College, Extension
Program (Degree) Carswell AFB, 1991-1992
- Lecturer, Tarrant County Junior College, N.W.
Campus, Continuing Education Program, 1990
- Lecturer, Southwest Training Schools, Life
Insurance, Continuing Education Program, 1995-present
Other Experience
- 1973-1979: Active Duty, U.S. Air Force
- 1979-1994: US Air Force Reserve, Retired Lt.
Colonel
- 1979-1985: Manufacturers Representative/Regional
Manager Warner Electric/Red Lion Controls
- 1985-1989: Financial Consultant, Shearson Lehman
Brothers, PaineWebber/Rotan
- 1989-2003: Branch Manager/ Independent
Contractor, Raymond James Financial Services Inc.
- 1989-Present: Owner, Conlon Financial Advisors &
Associates; Chief Financial Officer, C.Mc.C., Inc.
Honors and Recognitions
- President Club Winner, 1980, 1981, 1982
- Broker of the Year, 1987
- Air Force Commendation Medal, 1977
- Meritorious Service Medal, 1991, 1993
- Distinguished Lt. Governor Optimist
International, 1989
- Community Builder Award, Masonic Grand Lodge
of Texas, 1995
Civic and Professional
Involvement
- Chair, Teen Court Advisory Board, City
of Arlington, Texas, 1995-2001
- Chair, Retired Activities Council, NAS
JRB Carswell Field, 1999-2000
- Board of Directors, Texas National
Cemetery Foundation,1998-2001
- Chairman, Project Standdown, Tarrant
County Veterans Council 1992-1993, 1993-1994
- Optimist International Foundation Rep,
1992-1993, 1994-1995
- Governor, Optimist International for
North Texas, 1990-1991
- Lt. Governor, Optimist International,
1988-1990
- President, Aerospace Optimist Club,
1987-1988
- Lt. Col. U.S. Air Force Reserves,
Retired
- Board of Advisors, National Institute on
Financial Issues and Services for Elders,
1994
- Board of Directors, Ft. Worth Council
Navy League, 1991-1995
- Board of Directors, Tarrant County
Association of Mediators, 1993-1995,
2001-Present
- President, Reserve Officers Association,
Phantom Chapter, 1992-1993
- Vice-President, Reserve Officers
Association, Phantom Chapter, 1989-1992
- President, Wellington Place Homeowners
Assoc., 1981-1988
- Member, International Assoc. of
Registered Financial Consultants
- Member, Texas Association of Mediators
- Member, ADR Section, State Bar of Texas
- Member, Arlington Chamber of Commerce,
Center for Business Development
- Member, Tarrant County ERISA Working
Group, 1991-2001
- Member, Tarrant County Association of
Mediators
- President, Arlington Sunset Rotary
2003-2004
- Member, Loan Review Board, City of
Arlington, Texas 2001-2005
Publications
and Papers
- Use of 401K Plans, Arlington Daily
News, March 1989
- The Pitfalls of Medigap Insurance,
Fort Worth Business Press, June, 1991
- Ethics, Military v. Civilian -
prepared for National Security
Management Course, March 1989
- The Impact of Minority Rights on the
Union's Duty of Fair Representation,
Research Paper for Graduate Degree, May
1978
- Continuing Education Courses in
Ethics, Insurance Regulations, Social
Security, Medicare,
Annuities, Investment Planning, Estate
Planning, written for Southwest Training
Schools,
1997-Present
Arbitration and Mediation Assignments
- Contract, Business Disputes,
Personal Injury and DTPA
- Securities, Multiparty Cross
Claims
- Employment Contracts, EEOC
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