Position:
Buyer / Planner at drugstore.com
Work:
drugstore.com
- Bellevue,WA since Jan 2013
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Buyer / Planner
Breard & Associates
Jan 2003 - Feb 2010
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Financial Advisor
Safeway, Seattle Division
Jan 1991 - Feb 2001
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Senior Buyer
Education:
Lake Washington Technical College 2010 - 2011
Associate of Arts and Sciences (A.A.S.), Dental
Boston University 2008 - 2010
CFP requirements, Financial Planning
Griffin Business College 1983 - 1985
BA, Business
Bellevue Community College 1982 - 1983
Inglemoor High School 1979 - 1982
Skills:
Strategic Financial Planning, Retirement Planning, Inventory Management, Purchasing, Procurement, Retail, Mutual Funds, College Savings Plans, Forecasting, Asset Managment, Project Management, Relationship Marketing, Building Relationships, Wealth Management, Series 7, Retirement, Asset Allocation, Wealth, Securities, Investment Management, Fixed Annuities, Series 63, Personal Finance, IRAs, Investment Advisory, Wealth Accumulation, 401k Rollovers, Pricing, 401k, Wealth Management Services, Financial Advisory, Roth IRA, 529 Plans, Investment Strategies, Variable Annuities, Uniform Combined State Law, Series 65, Retirement Savings, Personal Financial Planning, Saving for Education, Qualified Retirement Plans, Financial Goals, Long Term Care Insurance, Separately Managed Accounts, E-commerce, Demand Planning, Long-term Care, Vendor Relationships
Interests:
Educating on financial planning, Family time, Coaching girls soccer, reading, gardening, jewelry making, travel, charity work
Honor & Awards:
2009 Best Wealth Managers in Seattle as listed in Seattle Magazine
2010 Best Wealth Managers in Seattle as listed in Seattle Magazine