Description
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Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Insurance Planning | California Casualty | 10/2018 - 5/2019 |
T. Rowe | Senior Relationship Manager | 10/2017 - 3/2018 |
Wells Fargo Advisors | Financial Advisor | 1/2013 - 1/2017 |
Morgan Stanley | Financial Advisor | 1/2009 - 1/2013 |
Envoy Financial | Financial Advisor | 1/2006 - 1/2009 |
Met Life | Financial Advisor | 1/2004 - 1/2006 |
National Community Foundation | Charitable Advisor | 1/2000 - 1/2004 |
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Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
College of Financial Planning | CRPC: Retirement Planning | 2017 | Bachelor Degree |
Chartered Retirement Planning Consultant CRPC through the College of Financial Planning | Charitable Strategies | 2004 | Bachelor Degree |
University of Colorado At Denver | Music Management | 1988 | Bachelor Degree |
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Accomplishments
Highlights:
Companies I like:
sales management, territory sales, travel, internal sales executive, Colorado springs
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Keywords
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