Position:
Managing Director Annuity & Life Insurance Sales at Charles Schwab
Work:
Charles Schwab
- Greater Denver Area since Dec 2012
-
Managing Director Annuity & Life Insurance Sales
Red Rocks Capital, LLC
- Golden, CO Nov 2009 - Aug 2012
-
Senior Vice President, Distribution
Jackson National Life
- Greater Denver Area/National Oct 2008 - Dec 2009
-
SVP Professional Development
Curian Capital/Subsidiary Jackson National
- Eastern U.S. Dec 2007 - Dec 2008
-
Regional Director
Jackson National Life
Aug 2003 - Dec 2007
-
SVP Marketing Strategy/Resource Development
SunAmerica Retirement Markets
- Midwest Jan 2000 - Jan 2002
-
Regional Vice President
Putnam Investments
- Midwest Jan 1996 - Jan 2000
-
Vice President
Education:
California State University-Sacramento
Double Bachelors, Finance/Communications Studies
Skills:
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed Accounts, Retirement, Series 6