Position:
Financial Advisor at ProEquities, Insurance Agent at Bankers Life and Casualty Company
Location:
Greater Minneapolis-St. Paul Area
Work:
ProEquities
- Edina, MN since Mar 2011
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Financial Advisor
Bankers Life and Casualty Company
- Edina, MN since Nov 2010
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Insurance Agent
Investment Solutions
Feb 2008 - Nov 2010
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Account Executive
Roundbank
Jan 2008 - Dec 2009
-
Relationship Banker/ Commercial Lender
Northwest Mutual
Jan 2007 - Jan 2008
-
Financial Representative
Anchor Investment Management
Jan 2004 - Oct 2006
-
Investment Representative
Edward Jones
Jan 2000 - Jan 2004
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Investment Representative
Education:
University of Saint Thomas 1987 - 1991
BA, Financial Management
Bethlehem Academy 1984 - 1987
Skills:
Annuities, Long Term Care, Insurance, Retirement Planning, Mutual Funds, Retirement, Series 7, IRA's, Universal Life, Annuity, Term Life Insurance, Roth IRA, Whole Life, Medicare Supplements, Fixed Annuities, Long-term Care
Honor & Awards:
Farmington Business Person of the Year 2002
2010 Community Champion - Take Heart Minnesota