Position:
Benefit and Planning Counselor at Principal Financial Group
Work:
Principal Financial Group
- Phoenix, AZ since Dec 2010
-
Benefit and Planning Counselor
Principal Financial Group
- Chicago, IL Apr 2007 - Nov 2010
-
Senior Employee Benefit Specialist
Merrill Lynch
- Chicago, IL Apr 2005 - Jan 2007
-
Financial Advisor
TradeGroup LLC
- Chicago, IL Apr 2003 - Nov 2004
-
Futures Trader
Education:
University of Arizona, Eller College of Management 1997 - 2002
BS, Finance
Skills:
Series 7, Retirement, Investments, Asset Allocation, Employee Benefits, Insurance, Annuities, Disability Insurance, 401k, Retirement Planning, Securities, Defined Benefit, IRA's, Series 66