Work:
Tsys
2013 - 2017
Account Executive
Hibu
2017 - 2017
Account Executive
Charles Schwab
1999 - 2012
Vice President Financial Consultant
Merrill Lynch
Apr 1997 - Mar 1999
Financial Plan Reviewer
Education:
Colorado State University 1991 - 1995
Bachelors, Bachelor of Science, Finance
Skills:
Colorado Insurance Producers Licence, Finra Series 7, Finra Series 63, Colorado Variable Life and Health Insurance Producer, Inside Sales, Outside Sales, Needs Based Sales, Pss Sales Model, Customer Service, Colorado Property and Casualty Insurance Producer, Holistic Financial Planning, Equities, Investments, Retirement Planning, Insurance, Finance, Financial Analysis, Financial Planning, Leadership, Mutual Funds, Portfolio Management, Risk Management, Strategic Financial Planning, Wealth Management