Customer Service • Leadership • Microsoft Office • Public Speaking • Series 7 • Team Building • Wealth Management • Event Planning • Investments • Microsoft Excel • Microsoft Word • Financial Analysis • Insurance • Time Management • Management • Marketing • Teamwork • Powerpoint
Fisher Investments Jan 2017 - Oct 2018
Investment Associate
Fisher Investments Jan 2017 - Oct 2018
Investment Counselor
D.a. Davidson Companies Aug 2015 - Jan 2017
Registered Client Associate
Wells Fargo Jan 2015 - Aug 2015
Personal Banker
Edward Jones Dec 2013 - Nov 2014
Financial Advisor
Education:
Lewis - Clark State College 2007 - 2013
Bachelors, Bachelor of Science, Mathematics
Kaplan University
Masters, Finance
Skills:
Customer Service Leadership Microsoft Office Public Speaking Series 7 Team Building Wealth Management Event Planning Investments Microsoft Excel Microsoft Word Financial Analysis Insurance Time Management Management Marketing Teamwork Powerpoint