Location:
5241 Kaywood Ct, Fairfax, VA 22032
Work:
Ameriprise Financial Services, Inc.
Service and Operations - Brokerage and Sps Trades
Synchrony Bank
Mar 2016 - Nov 2016
Senior Deposit Service Representative, E-Service Representative
State Street
Dec 1, 2013 - Jul 2015
Insurance Services, Client Account Operations
Charles Schwab
2006 - 2009
Service and Operations Support Representative
Great West Life & Annuity
Jun 2005 - Apr 2006
Retirement Plans Specialist
Columbia Management Group
May 2002 - Aug 2003
Shareholder Services Representative
Tiaa
Jul 1999 - Apr 2000
Financial Services Associate
American Century and the Benham Group
Apr 1992 - Jul 1999
E-Commerce, Helpdesk, and Investment Representative
Apr 1992 - Jul 1999
Service and Operations
Education:
Humboldt State University 1997 - 2001
Bachelors
Humboldt State University 1986 - 1988
Bachelors, Business Administration, Marketing, Finance
Foothill Community College 1983 - 1986
Associates, Business Administration, Business
California Polytechnic State University - San Luis Obispo
Master of Business Administration, Masters
Skills:
Client Service Oriented, Financial Services, Research, Marketing Strategy, Helpdesk Support, Microsoft Office, Microsoft Excel, Customer Service, Investments, Financial Analysis, Powerpoint, Account Management, Microsoft Word, Process Improvement, Management
Interests:
Horror Fiction
Classical Music
Etfs
Economic Empowerment
Value Investing
Jazz
Chess
Cult Films
Mutual Funds
Arts and Culture
