Work:
Morgan Stanley
Section Manager
Morgan Stanley
Financial Advisor
E*TRADE Financial
Financial Consultant
People Helping People - Salt Lake City, UT
Field Associate
Fidelity Investments - Salt Lake City, UT
Guidance Consultant - Inbound Sales
Fidelity Investments - Salt Lake City, UT
Senior Manager - Account Executive
Fidelity Investments - Salt Lake City, UT
Senior Manager - Proactive Sales
Fidelity Investments - Merrimack, NH
Senior Manager - Private Client
Fidelity Investments - Boston, MA
Branch Manager / Director
Fidelity Investments - Boca Raton, FL
Relationship Manager - Private Client
Fidelity Investments - Newport Beach, CA
Relationship Manager - Private Client
Fidelity Investments - Salt Lake City, UT
Premium Services Representative
Fidelity Investments - Salt Lake City, UT
Mutual Fund Sales Representative
Education:
Arizona State University
Master of Business Administration
Utah State University
Bachelor of Science
Skills:
Relationship Management, Consultative Sales, Team Leadership, Creative Problem Solving