Think Mutual Bank
Financial Planning Manager
Ameriprise Financial Services, Inc. Sep 2006 - Sep 2010
Associate Financial Advisor
Education:
Mankato East High School 1982 - 1986
Winona State University
Bachelors, Bachelor of Science, Business Administration, Human Resources, Management, Business Administration and Management
Skills:
Regulatory Compliance Personal Financial Planning Operations Management Series 24 Series 7 Life Insurance Long Term Care Insurance Securities Regulation Financial Advisory Investments Personal Finance Retirement Planning Mutual Funds Banking Financial Services Securities Investment Strategies Finance Credit Loans Finra Financial Analysis Consumer Lending Long Term Care Office Supervisory Jurisdiction Financial Planning Leadership Portfolio Management Retail Banking