Position:
Senior Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Greater Salt Lake City Area
Work:
Wells Fargo Advisors, LLC
since Oct 2002
-
Senior Vice President - Investments
Morgan Stanley Smith Barney
Mar 1993 - Oct 2002
-
Financial Consultant
KPMG
- Greater Los Angeles Area May 1990 - Mar 1993
-
Senior Tax Accountant
Shearson Lehman Brothers
- Beverly HIlls, CA Sep 1987 - May 1990
-
Intern
Smith's Food King
- Salt Lake City IUT Sep 1982 - Aug 1986
-
Checker/Bagger
Education:
University of Southern California 1986 - 1990
Accounting, Finance, History, Communications
East High School 1982 - 1986
Skills:
Estate Planning, Retirement Planning, Wealth Management, Investment Strategies, Loans, Investment Advisory, Retirement, 401k, Investments, 401k Rollovers, Series 7, Asset Managment, Investment Management, Equities, Asset Management, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Securities