Position:
Senior Associate - West Coast Regional Manager at Wilshire Associates
Work:
Wilshire Associates
- Santa Monica, CA since Jul 2012
Senior Associate - West Coast Regional Manager
Genworth Financial Wealth Management
May 2011 - Jun 2012
Regional Vice President
Genworth Financial Wealth Management
Apr 2008 - May 2011
Internal Consultant
Pacific Life
- Omaha, Nebraska Apr 2005 - Apr 2008
Internal Wholesaler
Manarin Investment Counsel, Ltd.
- Omaha, Nebraska May 2002 - Apr 2005
Broker Dealer Back Office Associate/Sales Assistant
Ameritrade
- Greater Omaha Area Aug 1999 - Jan 2001
Equity and Options Trader
Education:
Creighton University 2002 - 2007
Master of Arts, International Relations
Iowa State University 1994 - 1999
Bachelor of Arts, History
Skills:
Series 7, Mutual Funds, Annuities, Options, Asset Allocation, Financial Advisory, Alternative Investments, Investments, Financial Planning, Securities, Portfolio Management, Consultative Selling, Wealth Management, Asset Management, Trading, Investment Advisory, Equities, Salesforce.com, Salesforce.com Administration, Unified Managed Accounts, Separately Managed Accounts, Morningstar, Asset Managment, Selling
Interests:
History, Books, Movies & Television Criticism, Running, Computers, Skiing
Honor & Awards:
Finisher 2006 Chicago Marathon
Finisher 2007 Kansas City Marathon
Finisher 2008 Portland Marathon
Finisher 2010 Baltimore Marathon
Finisher 2010 New York City Marathon
Finisher 2013 New Orleans Marathon
Finisher 2013 Los Angeles Marathon
Internal Consultant of the Quarter, First Quarter, 2011