Usaa
Financial Advisor
T. Rowe Price Oct 2015 - Apr 2016
Financial Consultant
T. Rowe Price Jun 2013 - Sep 2015
Investment Counselor
T. Rowe Price 2012 - 2013
Senior Sales and Retention Specialist
T. Rowe Price 2007 - 2012
Investment Specialist
Education:
Colorado Technical University 2012
Master of Business Administration, Masters, Finance
Colorado Technical University
Bachelors, Bachelor of Science, Business Administration
Skills:
Portfolio Management Microsoft Office Management Investments Risk Management Financial Risk Microsoft Excel Negotiation Training Process Improvement Mergers and Acquisitions Microsoft Project Financial Services Analysis Series 7
Certifications:
Financial Industry Regulatory Authority (Finra) Series 66 Series 7