Orion Portfolio Solutions
Service Team Specialist
Ftj Fundchoice
Service Team Specialist
The Standard Dec 2017 - Feb 2019
Advisory Services Representative
Fidelity Investments Aug 1993 - Aug 31, 2017
Investment Solutions Representative
Education:
Liberty University 2011 - 2015
Masters, Master of Arts, Theology
Indiana Wesleyan University 2005 - 2007
Bachelors, Bachelor of Science, Business
Saint Leo University 1985
Western Hills High School 1980
Indiana Wesleyan University
Saint Leo University
Wilmington College (Oh)
Skills:
Series 7 Mutual Funds Series 63 Retirement Retirement Planning Fixed Annuities Financial Planning Investments Uniform Combined State Law Finra Investment Advisory Securities Strategic Financial Planning Wealth Management Financial Services Financial Advisory Series 6 401K Asset Allocation Portfolio Management Finance Leadership Insurance Series 24 Asset Management Trading Securities Regulation 401 Retirement Savings Plans Retirement Savings Theology Uniforms Management Apologetics Microsoft Office Customer Service Religion Coaching and Mentoring Subject Matter Experts Consulting Financial Markets Financial Modeling Financial Regulation Personal Financial Planning Christian Theology Systematic Theology Qualified Retirement Plans Small Business Retirement Planning Retirement Solutions Retirement Income Strategies Retirement Plan Consulting
Interests:
Civil Rights and Social Action Politics Economic Empowerment
Certifications:
Series 7 Series 6 Retirement Plan Fundamentals (Rpf) Mba