Location:
Clarksburg, West Virginia
Work:
Lightning Trucking Services
- Bridgeport, WV Jan 2013 - Mar 2013
-
DOT Specialist
Therapy Services
- Weston and Bridgeport WV Sep 2012 - Jan 2013
-
Office Manager
Fortune Financial Services
Aug 2011 - Aug 2012
-
Compliance Officer
Great-West Financial
Jan 2011 - Jul 2011
-
Account Resolution
Great-West Financial
- Greenwood Village, CO Jul 2008 - Dec 2010
-
Retirement Correspondent
Great-West Financial
- Greenwood Village, CO Jan 2007 - Jul 2008
-
Retirement Client Service Specialist
OppenheimerFunds
- Denver, CO Jul 2005 - Nov 2006
-
Retirement Account Processor
Education:
University of Northern Colorado 2001 - 2004
Bachelor's degree in visual arts, Graphic Design/ Computer Graphics
Skills:
Microsoft Office, Windows, Photoshop, Financial Analysis, Graphic Design, Data Entry, Team Building, Outlook, PowerPoint, Customer Service, Microsoft Excel, Adobe Creative Suite, Financial Reporting, Auditing, Legal Research, Leadership
Interests:
Training, Skiing, Hiking, Photography, Painting, Reading
Certifications:
FINRA Series 6, Investment Company Products/Variable Contracts Representative (IR)
FINRA Securities Series 63, Uniform Securities Agent State Law Exam (AG)
FINRA Securities Series 26, Investment Company Products/Variable Contracts (IP)
FINRA Securities Series 51, Municipal Fund Securities Limited Principal (FP)
FINRA Securities Series 99, Municipal Fund Securities Limited Principal (FP)