Trust Specialist at Johnson Bank, Registered Brokerage Sales Assistant IV at Johnson Investment Services / INVEST Financial, Wealth Advisory Group Member at Johnson Bank
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work:
Johnson Bank - Appleton since Sep 2010
Trust Specialist
Johnson Investment Services / INVEST Financial - Appleton, WI since May 2007
Registered Brokerage Sales Assistant IV
Johnson Bank since May 2007
Wealth Advisory Group Member
Johnson Bank May 2007 - Sep 2010
Trust Assistant IV
Thrivent Investment Management Aug 2005 - Apr 2007
Advanced Securities Brokerage Representative
Education:
University of Wisconsin-Stevens Point 1994 - 1995
Bachelor's of Science - Equivalency, Geography
University of Wisconsin-Madison 1989 - 1993
Sociology, Social Organization and Demography
Skills:
Investment Products Mutual Funds Financial Planning Trust Management Agency Agreements IRA's Roth IRA Asset Allocation Series 7 Series 6 Brokerage Securities License Investment Brokerage Investment Strategies Trading Stock Trading ETFs Bond Funds Separately Managed Accounts Establishing New Accounts Maintaining A Positive Attitude Zig Ziglar Bible Account Management Withdrawals Preparation Of Proposals Morningstar Investments Retirement Planning Finance Leadership IRAs Strategic Financial Planning 401k
Interests:
Family activities, reading, biking, swimming, hiking, AWANA Club volunteer, Brewers, Packers, Badgers