Position:
Service Manager at Fidelity Investments
Location:
Greater Salt Lake City Area
Work:
Fidelity Investments
- Greater Salt Lake City Area since Jun 2011
-
Service Manager
Fidelity Investments
- Greater Salt Lake City Area Jul 2007 - Jun 2011
-
Electronic Response Manager
Fidelity Investments
- Greater Salt Lake City Area Jan 2006 - Jul 2007
-
Senior Electronic Response Representative
Fidelity Investments
Jun 2005 - Jan 2006
-
Senior Financial Services Representative
Fidelity Investments
- Greater Salt Lake City Area Dec 2003 - Jun 2005
-
Premium Services Representative
Fidelity Investments
Mar 2003 - Nov 2003
-
Active Trader Services Representative
Fidelity Investments
Jul 2000 - Mar 2003
-
Financial Services Representative
Franklin Covey
Jan 1999 - May 2000
-
Product Development - International Division
Education:
University of Utah 2011 - 2013
MBA
Brigham Young University 1995 - 1999
B.A., Portuguese, Business Management
Skills:
Series 7, Retirement Planning, Series 63, Investments, Mutual Funds, Series 9/10, Uniform Combined State Law, Equities, FINRA, Asset Management, Securities, Strategic Planning, Relationship Management, Financial Services, Asset Allocation, Retirement, Financial Analysis
Interests:
Cars, baseball, education, family, retirement planning, soccer, technology