Teamwork Financial Dec 2013 - Jan 2015
Financial Advisor
Curian Capital Mar 2003 - Oct 2013
Senior Regional Business Consultant
Sun Life Financial Sep 1999 - Mar 2003
Wholesaler
Hd Vest 1997 - Sep 1999
Financial Planning Consultant
Morgan Stanley Mar 1996 - 1997
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Education:
Lewis University 1991 - 1995
Bachelors, Bachelor of Arts, Business
Skills:
Series 63 Series 7 Mutual Funds Separately Managed Accounts Investments Retirement Planning Wealth Management Securities Asset Allocation Fixed Annuities Investment Advisory Financial Advisory Alternative Investments Series 6 Management Asset Management Portfolio Management Life Insurance Consultative Selling Selling Public Speaking 401K Wholesaling Annuity Annuities Equities