Flex Financial
Financial Coach and Advisor
Chrisler Consulting
Financial Technology Consultant
Envestnet, Inc
Vice President
Envestnet, Inc Apr 2011 - Mar 2012
Training and Orientation Specialist
Envestnet, Inc Apr 2011 - Mar 2012
Assistant Vice President Training and Launch
Education:
University of Wisconsin - Madison 2001 - 2005
Bachelors, Bachelor of Science, Consumer Science
Sauk Prairie High School
Skills:
Training Management Asset Management Mutual Funds Microsoft Excel Powerpoint Business Analysis Financial Analysis Analysis Outlook Microsoft Office Wealth Management Customer Service Leadership Data Analysis Risk Management Microsoft Word Access Asset Managment Change Management Team Leadership Visio Team Building Strategic Planning Excel Word