Creative Planning Inc.
Managing Director
Scottrade Jun 2013 - Mar 2018
Divisional Vice President
Education:
Washington University In St. Louis 2015 - 2016
University of Wisconsin - Whitewater 2004 - 2010
Master of Business Administration, Masters, Economics, Accounting, Finance
Arizona State University 2004 - 2004
Barrett, the Honors College 2004
Barrett Honors College 2003 - 2004
Arizona State University - W. P. Carey School of Business 2000 - 2004
Compton High School
Columbine High School
Arizona State University
Barrett, the Honors College
The American College of Financial Services
Skills:
Sales Sales Management Direct Sales Sales Operations Sales Process Sales Presentations Closing Deals Closing Business Phone Skills Boiler Room Operations Hard Closing One Call Closing Search and Destroy Sales Deal Closure Telephone Skills Management Leadership Business Development Strategic Financial Planning Coaching Retail Relationship Management Asset Allocation Wealth Management Retirement Planning 401K Investment Strategies Retirement Financial Advisory Portfolio Management Alternative Investments Financial Planning Customer Service Financial Services Mutual Funds
Westminster Christian Academy St. Louis MO 1985-1989
Community:
Bryan Breece, Mark Miller, Michele Michele, Tom Kretschmann, Jeff Johnson, Cari Britton, Pam Pajunen, Beth Forir, Travis Hutchison, Joe Holland, Natasha Terrell, Joe Pfeiffer