Work:
Fidelity Investments
Feb 2013 - Apr 2013
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Planning & Guidance Consultant
Fidelity Investments
- Salt Lake City, Utah Jan 2012 - Feb 2013
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CMR, Portfolio Advisory Services
VALIC
Nov 2006 - Jun 2011
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Financial Advisor
Zions Bank
- Saratoga Springs, Utah Mar 2005 - Sep 2006
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Branch Manager
Zions Bank
- Saratoga Springs, Utah Mar 2003 - Mar 2005
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Assistant Branch Manager
Education:
Brigham Young University 1999 - 2006
BA, Business
Skills:
Retirement Planning, Series 7, Investments, Strategic Financial Planning, Mutual Funds, Retirement, 401k, Investment Advisory, Asset Allocation