Principal Financial Group
Client Transition Manager
Fidelity Investments - Westlake, Texas 2012 - 2013
Managing Director
Clark Consulting - Dallas/Fort Worth Area 2008 - 2012
Senior Benefit Analyst
AXA Advisors - Saginaw, Michigan Area 2007 - 2008
Financial Professional
Education:
Central Michigan University 2002 - 2007
BBA, Financial Planning, Corporate Finance, Pre-Law
Skills:
Executive Compensation Planning Benefits Administration Insurance Deferred Compensation Financial Analysis Financial Reporting Financial Accounting 401K Series 7 Series 63 Non Qualified Deferred Compensation