Tiaa Jan 2013 - Jul 2014
Financial Planner
College For Financial Planning Jan 2013 - Jul 2014
Associate Professor
Tiaa Nov 2006 - Jan 2013
Senior Individual Consultant
Metlife Apr 2001 - Dec 2002
Training Consultant
J.p. Morgan Mar 2000 - Mar 2001
Wealth Advisor
Education:
University of Colorado 1995 - 1998
Master of Business Administration, Masters
University of Colorado Denver 1994 - 1998
Master of Business Administration, Masters, Finance
University of Connecticut 1989 - 1993
Bachelors, Bachelor of Arts, Economics
The University of Connecticut
University of Denver
Masters
Skills:
Wealth Management Asset Allocation Investments Iras Life and Health Insurance Licenses Pensions Strategic Financial Planning Investment Advisory Investment Strategies Asset Managment Defined Benefit Variable Annuities Financial Advisory Asset Management Financial Services