Fidelity Investments Nov 1, 2016 - Nov 2018
Financial Consultant
Fidelity Investments Nov 1, 2016 - Nov 2018
Team Leader - Portfolio Advisory Services
Fidelity Investments Jan 2016 - Nov 2016
Manager
Fidelity Investments Jun 2014 - Jan 2016
Retirement Relationship Manager
Fidelity Investments Oct 2013 - Jul 2014
Retirement Solutions Representative
Education:
University of Utah 2016 - 2018
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
University of Utah
Bachelors, Bachelor of Science, Economics
Skills:
Investments Sales Customer Service Financial Services Insurance Leadership New Business Development Marketing Strategy Financial Analysis Account Management Management Public Speaking Team Building Sales Management Finance Relationship Management Asset Management Mutual Funds Financial Modeling Budgets Strategic Planning Microsoft Excel Microsoft Office Retirement Team Leadership Portfolio Management Financial Planning Risk Management Finance Consulting Coaching Financial Education Business Administration Certified Financial Planner
Maureen Knox, Loria Drennen, Daniel Vaughn, Tom Burgee, Kimberly Williams, Kelly Howard, Jennifer Gipson, Jim Gerdel, Michelle Lambotte, Susan Ingmire, Lisa Chandler