Description
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 |
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 |
Accomplishments
Highlights:
Companies I like:
sales management, territory sales, travel, internal sales executive, Colorado springs
Keywords
