CURRICULUM VITAE Dr. Jared H. Pickens, CFP, AFC, CRC

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1 EDUCATION Doctorate in Higher Education Leadership Texas A&M University Commerce, Commerce, Texas 18 Hours in AACSB Approved Finance Courses Dissertation Title: Selecting Successful Peer Financial Education Counselors Masters of Science, Personal Financial Planning Kansas State University, Manhattan, Kansas Bachelors of Science, Personal Financial Planning Texas Tech University, Lubbock, Texas FINANCIAL SERVICES INDUSTRY EXPERIENCE Investment Advisor/Retirement Counselor, Great West Financial, Austin, TX Major contributor in transition of financial record keepers for the Texa$aver 401(k)/457(b) plans; assets of $1 billion and over 30,000 plan participants. Educated plan participants in the Dallas/Fort Worth, West Texas, and East Texas areas. Provided one-on-one advising/education; Presented to 20 to 200 individuals in groups. Personal Financial Counselor, U.S. Department of Defense, Irving, TX Provided military personnel/families with pre and post deployment financial education. Conducted 50 presentations to Navy, Air Force, and Army enlisted/officers in 10 states. Received extensive training in military pay benefits and rules. Financial Planning Coordinator, Lifeway Financial Corporation, Plano, TX Led all financial planning-related activities for 45 high net-worth clients with approximately $100 million in AUM, including retirement accumulation and distribution projections, estate and tax strategies, risk management reviews, stock option reviews, qualified and nonqualified deferred compensation reviews, and financial statement analysis. Primary contact for client needs and questions. Responsible for the annual review of all financial planning clients. Ensured data integrity and implementation of Junxure CRM software. Responsible for digitizing office and transforming practice to a paperless environment. Financial Planning Intern, USAA Financial Planning Services, San Antonio, TX 2005 Tasked with data integrity project between CRM and NaviPlan financial planning software. Reviewed financial plans prior to meetings between financial advisors and clients.

2 FINANCIAL SERVICES INDUSTRY EXPERIENCE Insurance Specialist, Advanced Insurance Group, Lubbock, TX Licensed property, casualty, and life insurance agent specializing in family risk management. Provided comprehensive insurance reviews for individuals and business clients. Worked with multiple insurance companies to create tailored insurance solutions for clients. TEACHING EXPERIENCE Texas A&M University-Commerce, Instructor in Economics and Finance 2015 Current Teach in all areas related to personal financial planning including retirement planning, estate planning, risk management and insurance planning UT Dallas, Senior Lecturer in Finance and Managerial Economics Received the Naveen Jindal Outstanding Undergraduate Teaching Award for effective teaching practices. Effectively taught undergraduate courses in Introduction to Financial Planning (FIN 3330), Business Finance (3320), Risk and Insurance (3370), Retirement and Employee Benefits (FIN 4335). Effectively taught graduate courses (live and online) in Personal Financial Planning (FIN 6300). Managed classroom attention for multiple and diverse students including classroom sizes in excess of 90 students, domestic and international populations, traditional and non-traditional students, finance and non-finance majors. Texas A&M University-Commerce, Adjunct Instructor Developed and taught the first non-major courses in Financial Planning (FIN 497) and Corporate Finance (FIN 304) both live and online. Taught Income Tax Planning as part of TAMUC s CERTIFIED FINANNCIAL PLANNER Certification Program. Served as a promotor and mentor to students interested in the profession of personal financial planning.

3 PROFESSIONAL CERTIFICATIONS AND LICENSES CERTIFIED FINANCNIAL PLANNER TM Professional Accredited Financial Counselor Certified Retirement Counselor Series 6, 63, 65 (inactive) General Lines Agent Property and Casualty Insurance (inactive) General Lines Agent Life, Accident, Health, HMO (inactive) ACADEMIC PROGRAM LEADERSHIP AND DEVELOPMENT UT Dallas, Director of Comet Cents Financial Success Program Raised over $90,000 in grant funding to start financial literacy program. Hired student coordinator and 10 interns/volunteers; trained all individuals. Provided direction for program that reached over 1,000 UT Dallas students in its inaugural year. Helped lead a team that provided financial literacy awareness and research. UT Dallas, Director of Undergraduate Finance Programs Led Texas second largest undergraduate finance program with more than 700 students; ranked in the nation s top 50 finance programs by Bloomberg s BusinessWeek. Responsible for AACSB and SACS assessment; created and exceeded program objectives. Coached, trained, and accompanied students in national and global competitions in finance. Responsible for curriculum design, implementation, and adjustments for five financial tracks, including Personal Financial Planning, Corporate Finance, Investment Analyst, Real Estate, and Financial Information Management. UT Dallas, Founder/Director of the Top Performer Competition Created, implemented, and maintained a virtual investment and personal finance camp for 3 years. Served over 500 high school student across the United States. Managed a $30,000 budget and negotiated contracts for stock market simulation software. Recruited and taught students the basics of investing and personal finance concepts. Program recognized in local and national media and cited as being instrumental in encouraging students to major in a business-related field.

4 UNIVERSITY SERVICE WORK UT Dallas Faculty Senator (elected twice) CURRICULUM VITAE 2014 Current UT Dallas Student Fee Committee (elected twice) Jindal School of Management Curriculum Committee Jindal School of Management Academic Operations Committee Living Learning Communities Faculty Representative 2011 Current 2011 Current 2011 Current AWARDS & RECOGNITION Outstanding Undergraduate Teaching Award Naveen Jindal School of Management 2013 Member of faculty team that aided in earning No. 4 ranking for Best Online Graduate Business Programs, U.S. News & World Report 2013 Chairman s Award Dallas/Fort Worth Financial Planning Association 2013 H.M. Lafferty Doctoral Scholarship Texas A&M University-Commerce 2013 Dollars for Scholars Summer Scholarship Texas A&M University-Commerce 2012 Outstanding Student in Personal Financial Planning Texas Tech University 2006 Certificate of Outstanding Service work with Red to Black -- Texas Tech University 2006 Arthur N. Caple / NAGDCA Retirement Planning Scholarship NAGDCA 2005 Pennington and Bass Financial Planning Scholarship Texas Tech University 2005 MEDIA QUOTATIONS Williams, G. (2015, June 30). 5 tips for newlyweds merging bank accounts. US News and World Report. Retrieved from Imherr, K. (2014, September 11). Comet Cents helps students master money. UT Dallas News Center. Retrieved from Helps-Students-Master-Money _story-sidebar.html Coast, C. (2014, November 28). UTD receives grant for finance program. Dallas Morning News. Retrieved from Arnold, L. (2013, April 12). Financial literacy at the state level: Texas. Card Hub. Retrieved from

5 MEDIA QUOTATIONS Horner, K. (2013, April 26). Financial expert urges wedding season s newlyweds to avoid debt. UT Dallas News Center. Retrieved from Conrad, B. (2013, August 8). Stocking up for the school year: retailers expect to see large turnout on tax-free weekend. Plano Star Courier. Retrieved from Morales, K. (2013, September 10). UT Dallas graduates among those with the least student debt in the country. UT Dallas News Center. Retrieved from O Connell, B. (2013, October 23). Student trap: So much loan debt companies won t hire you. The Street. Retrieved from O Connell, B. (2013, October 23). The real formula for how much student loan debt you can handle. Main Street Debt. Retrieved from Bounds, J. (2012, February 17). Allegiance capital corp. to double revenue in Dallas Business Journal. Retrieved from Yip, P. (2012 June, 18). Christus plans Friday job fair. Dallas Morning News. Retrieved from Morales, K. (2012, December 12). Finance expert s tips can keep holiday spending in check. UT Dallas News Center. Retrieved from Fischer, K. (2011, May 17). UTD talks stocks with high schoolers: Kids learning finances for the future. NBC Education News. Retrieved from Talks-Stocks-With-High-Schoolers html Glass, J. (2011, September 23). Teen in contest rides wild market to 43% gain. UT Dallas News Center. Retrieved from Contest-Rides-Wild-Market-to-43-Gain_article.html Slinkard, C. (2010, June 21). Personal finance class to debut this fall. The East Texan. Retrieved from

6 ACADEMIC PUBLICATIONS Pickens, J. (2014). Selecting successful peer financial education counselors (Unpublished doctoral dissertation). Texas A&M University-Commerce, Commerce, TX. PUBLISHED ARTICLES Pickens, J., & Yoon, J. (2012, February 9). Graduate school Is it worth it? The Mercury, p. 3. Pickens, J. (2011, December 12). The numbers The Mercury, p. 3. Pickens, J., & Yoon, J. (2011, November 15). Banks and fees. The Mercury, p. 4. Pickens, J., & Yoon, J. (2011, November 8). Money and health. The Mercury, p. 4. Pickens, J. (2011, September 23). It could happen to you ID theft. The Mercury, p. 3. Pickens, J. (2011, September 11). Cash or credit. The Mercury, p. 3. Pickens, J. (2011, October 24). Investments Keeping it simple. The Mercury, p. 5. Pickens, J. (2011, October 5). About student loans. The Mercury, p. 5. Pickens, J. (2011, August 8). Introduction to personal finance. The Mercury, p. 2. Pickens, J. (2011, February 14). Student loans How much is too much? The East Texan, p. 4. Pickens, J. (2011, February 1). Cash is cool again. The East Texan, p. 4. Pickens, J. (2010, February 14). Understanding credit reports. The East Texan, p. 4. ACADEMIC PRESENTATIONS AND SPEAKING ENGAGEMENTS Selecting Successful Financial Education Counselors, presented to Texas Association of Collegiate Financial Education Professionals, Texas A&M University-College Station Best Practices in Starting Campus Based Financial Literacy Programs and Selecting Successful Coaches, Texas Tech University - Lubbock Comet Chat Wisdom worth Sharing, presented to the Student Government Association UT Dallas Fighting Through F.O.G., presented to Tau Sigma UT Dallas The True Cost of Our Financial Decisions, presented during UT Dallas Scholar s Day

7 ACADEMIC PRESENTATIONS AND SPEAKING ENGAGEMENTS The Live Personal Finance Exam, presented to UT Dallas DMHP Financial Planning During College, presented to UT Dallas Panhellenic Council Are Americans Financially Insane?, presented during UT Dallas Scholar s Day) Financial Leadership, presented to the NABA chapter meeting at UT Dallas Being a Financial Leader, presented to Student Leadership Programs L.E.A.D, presented to UT Dallas Career Management Center Business Behind Sports, presented during UT Dallas Scholar s Day Act Your Wage, presented to University of Texas at Dallas Financial Planning During College, presented to LLC at University of Texas of Dallas Budgeting It All Starts here, Co-Speaker at Texas A&M University-Commerce Financial Planning for Millennials, Guest Speaker at Texas A&M University-Commerce Financial Planning After Graduation, Guest Speaker at the University of Texas at Dallas PROFESSIONAL ORGANIZATIONS Texas Tech PFP Alumni Board 2012 Present Texas Association of Collegiate Financial Education Professionals 2011 Present DFW Financial Planning Association Career Development Committee DFW Financial Planning Association Scholarship Selection Committee 2009 FPA s NexGen (Next Generation of Financial Planners) 2008 Present