I am currently assisting a Financial Rep with Northwestern Mutual. I am responsible for all customer service aspects. I handle all of the trading and help with Investment decisions. I use my 20+ years of background to be a valuable employee.

COMPANY	POSITION HELD	DATES WORKED
Northwestern Mutual	(Confidential)	1/2004 - 10/2008
Omega Captial / Raymond James	(Confidential)	1/2000 - 1/2003
Robert W Baird	(Confidential)	5/1985 - 8/1997

SCHOOL	MAJOR	YEAR	DEGREE
University of Wisconsin - Milwaukee	Bachelor of Arts - Economics	1988	Bachelor Degree
Wauwatosa East High School	General / College Prep	1981	High School/GED Degree

TYPE	TITLE	URL	DESCRIPTION
Website	CNNFN	media url	Financial website.
Website	CBS Market watch	media url	Financial website that tracks stories about the markets and the economy.

Highlights:

Series 7 & 65. I was the go to person at Northwestern Mutual for their performance software.

Companies I like:

REI, US Bank, Robert W Baird

Mentoring
Communication skill
Initiative
Quality Driven
Calm Demeanor

• Customer service skills
• Series 7
• Series 66
• mentor
• initiative
• compassion
• calm demeanor
• Microsoft Excel
• Morningstar
• Performance reporting

1- Customer service skills. I feel that my skills in communication, having a calm demeanor, and have a customer care emphasis allows me to make a positive impact on the customer. 2- I feel that my coaching and mentoring skills has helped me to be succesful at training new employees. Throughout my career I have been called upon many times to train new employees. I have succesfully trained many employees.