Position:
Client Service Specialist at Compass Financial Group
Work:
Compass Financial Group
- Columbus, Ohio Area since Apr 2012
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Client Service Specialist
Reserve National
- Beavercreek, OH 2010 - 2011
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Independent Contractor
Primerica Financial Services
- Mason, OH Mar 2005 - Oct 2010
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Independent Contractor
Education:
College of Mount St. Joseph 2000 - 2005
Business
William Henry Harrison High School
Skills:
Insurance, Investments, Mutual Funds, IRAs, Debt Management, Strategic Financial Planning, Fixed Annuities