Description
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 10/2005 - Present |
Public Employees Retirement Assoc | (Confidential) | 11/1998 - 6/2005 |
First Trust Corp | (Confidential) | 7/1992 - 10/1998 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Colorado State University | Outdoor Recreation | 1983 | Bachelor Degree |
Accomplishments
Highlights:
Institute of Financial Education - Degree of Merit. State 401(k) plan Team member - 3 years. Retirement Process implementation team member.Companies I like:
US Government, State of Colorado, Safeco, City of Denver, Wells Fargo, Coors, Liberty Mutual, Citigroup, Farmers Insurance, NASD
Keywords
Responsibilities
Financial and business confidentiality on all customer contacts. Precise computer record keeping and account updates.