Franklin Templeton Investments Aug 2003 - Apr 2016
Divison Sales Manager, Senior Vice President
Franklin Templeton Investments Apr 2000 - Aug 2003
Director of Retirement Plans, Senior Vice President
Franklin Templeton Investments May 1992 - Apr 2000
Regional Wholsaler, Vice President
Liberty Mutual Insurance Jun 1988 - May 1992
Divison Director of Finanacial Services
Liberty Mutual Insurance May 1984 - Jun 1988
Regional Sales Manager
Education:
College of Financial Planning 1989 - 1990
Winona State University 1976 - 1981
Bachelors, Business Administration, Economics
Skills:
Investments Risk Management Call Center Process Improvement Cross Functional Team Leadership Mutual Funds Team Building Business Planning Series 7 Fixed Income Equities Asset Managment Finra
Certifications:
College of Financial Planning, Denver Co Nasd Certified Financial Planner Securities Licenses: Series 7, 63, 24 and 51