U.s. Money Tree Feb 2015 - May 2018
Senior Vice President Lending and Valuations, Gravity Capital Llc
Legacy Finance Feb 2015 - May 2018
Managing Partner
Td Ameritrade Feb 2013 - Jan 2015
Investment Consultant
Utah Army National Guard Feb 2009 - Oct 2014
Engineer
Fidelity Investments Feb 2012 - Feb 2013
Premium Relationship Associate
Education:
University of Utah 2010 - 2014
Bachelors, Economics
Utah Valley University 2006 - 2010
Associates, General Studies
Skills:
Financial Analysis Asset Based Lending Portfolio Management Relationship Management Sales Lead Generation Financial Services Leadership Investments Marketing Loan Origination Bridge Loans Public Speaking Management Strategy Strategic Planning Customer Service Saas Team Building Microsoft Office
Certifications:
Series 7 Series 66 Series 63 Financial Industry Regulatory Authority (Finra)