Location:
13728 Trail Break Dr, Haslet, TX 76052
Work:
Jpmorgan Chase & Co.
Relationship Banker Ii
Fidelity Investments
Oct 2018 - Jun 2019
High Net Worth Tier I
Bamboohr
Dec 2016 - Aug 2017
Senior Sales and Marketing Development
Bamboohr
Jul 2016 - Dec 2016
Sales and Marketing Development
Alpine Companies, Inc.
Oct 2015 - Feb 2016
Senior Portfolio Specialist
Alpine Companies, Inc.
Nov 2014 - Oct 2015
Asset Manager
Fidelity Investments
Feb 2012 - Dec 2013
Financial Representative
Education:
Utah State University 2013 - 2015
Bachelors, Bachelor of Science, Economics
Utah State University - Jon M. Huntsman School of Business 2013 - 2015
Bachelors, Economics
Brigham Young University
Skills:
Leadership, Sales, Customer Service, Social Media, Strategic Planning, Series 63, Data Analysis, Business Development, Securities, Strategic Human Resource Planning, Onboarding, Financial Analysis, Microsoft Office, Microsoft Excel, Bloomberg, Powerpoint, Human Resources Information Systems, Software As A Service, Team Building, Management, Public Speaking, Team Leadership, Inside Sales, Series 7