Description
PROFESSIONAL SUMMARY: Career-oriented professional seeking a position within an innovative and progressive organization that will utilize my comprehensive financial knowledge and experience with: * Financial Services Workplace Management Public Relations
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Bond Edge | Portfolio Senior Specialist Financial Specialist | 2/2015 - 2/2015 |
| Northwestern Mutual Wealth Management Company | Portfolio Management Consultant | 1/2008 - 1/2018 |
| Robert W. Baird | Wrap Fee Program Specialist Wrap Fee Program Administrator | 1/2003 - 1/2008 |
| Firstar Mutual Fund Services | Transfer Agent Accountant Mutual Funds Specialist | 3/1997 - 6/2000 |
| M & I Bank | Customer Service Representative | 1/1994 - 6/1995 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| American Institute of Banking | held Series 7 and 66 licenses | 1995 | Bachelor Degree |
| LICENSING & SUPPLEMENTARY RELEVANT INFORMATION: University of Wisconsin | Economics | 1993 | Bachelor Degree |
Accomplishments
Highlights:
Keywords
