Position:
Individual Consultant at TIAA-CREF
Work:
TIAA-CREF
- Greater Denver Area since Jun 2011
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Individual Consultant
First National Bank of Omaha
2010 - 2011
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National Sales & Distribution Manager
CollegeInvest
2007 - 2010
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Sales Director
Old Mutual Capital
2005 - 2006
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Project Manager
Sumaato Advertising
2001 - 2003
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Account Executive
Education:
University of Colorado at Denver 2001 - 2003
MBA
University of Colorado at Boulder 1994 - 1998
Bachelor of Science (BS), Marketing
Skills:
Customer Relations, Series 7, Mutual Funds, Product Development, Advertising, Investments, Strategic Planning, Budgeting, Business Strategy, Public Speaking, Business Planning, Marketing Strategy, Insurance, Financial Planning, Compliance, Process Improvement, Asset Management, Sales Management, Securities, New Business Development, Series 63, Wealth Management, Annuities, Financial Analysis, Asset Allocation, Retirement Planning, Problem Solving, Business Analysis, Banking, Portfolio Management, Alternative Investments, Account Management, Customer Service, Excel, Investment Strategies, Team Leadership, Word, Microsoft Office, Employee Benefits, PowerPoint, Equities, Market Research, Microsoft CRM, Siebel, Business Relationship Management, 529 Plans, Wholesaling, Strategic Financial Planning, Fixed Annuities, Budgets