Position:
Investing Coach at TD Ameritrade
Work:
TD Ameritrade
- Draper, Utah since Dec 2004
-
Investing Coach
AMX International
- Salt Lake City, Utah Feb 2001 - Dec 2004
-
Project Mananager/Product Manager
CompHealth
- Salt Lake City, UT Jan 1997 - Jan 2001
-
Financial Systems Administrator
CompHealth
- Salt Lake City, UT Mar 1992 - Jan 1997
-
Financial/Budget Analyst
DataPad
- Lindon, Utah Sep 1991 - Mar 1992
-
Accounting Department Supervisor
Northwestern Mutual
- Orem, Utah Apr 1988 - Sep 1991
-
Financial Planning Assistant
Skills:
Project Management, Financial Systems Implementation, Budget Process, Helping Clients Succeed, Financial Product Knowledge, Instructing individuals and large groups, Trading, Options, Coaching
Interests:
Skiing, golf, stock market, travel, ping pong.