Securities America Inc. Jul 2018 - Jan 2019
Compliance Communications Review Analyst Iii
Securities America Inc. Jul 2018 - Jan 2019
Compliance Communications Review Senior Analyst and Team Lead
Securities America Inc. Apr 2016 - Jul 2018
Compliance Communications Review Analyst Ii
Securities America Inc. Oct 2014 - Apr 2016
Trade Support Analyst
Pacific Life Mar 2014 - Oct 2014
Annuities Specialist
Education:
University of Nebraska at Omaha 2003 - 2006
Bachelors, Broadcasting, Communications
Creighton University 2002 - 2003
Papillion - Lavista High School 1999 - 2002
Papillion La Vista High School 2002
Skills:
Options Trading Series 7 Equities Asset Management Securities Series 63 Investments Financial Services Finra Mutual Funds Series 24 Management Uniform Combined State Law Asset Allocation Etfs Wealth Management Strategy Investment Strategies Portfolio Management Investment Advisory Retirement Planning Derivatives Financial Markets Strategic Financial Planning Compliance Communications Risk Assessment Regulation
Certifications:
Financial Industry Regulatory Authority (Finra) Series 7, 63, 24, 4, 3, and 34 Licenses Series 7, 63, 66, 24, 4, 53, 3, and 34 Licenses Nebraska Producer's Insurance License - Life/Annuity/Accident/Health/S...
TD Ameritrade Omaha, NE Aug 2009 to Jul 2012 PCS Options SpecialistTD Ameritrade Omaha, NE Mar 2008 to Aug 2009 Active Trader Product Support RepresentativeUniversity of Nebraska Omaha, NE Jun 2005 to Dec 2006 Entertainment Editor / Arts and Leisure Editor
Education:
University of Nebraska at Omaha Omaha, NE 2006 Bachelor's of Science in Communications/BroadcastingCreighton University 2002 Leadership Program
Youtube
Josh Cumbee / Sound Of Your Name (Official Mu...
Sound Of Your Name Written by Josh Cumbee & Jay Denton Produced by Jos...