Position:
Portfolio Specialist -Portfolio Advisory Services at Fidelity Investments
Location:
Greater Salt Lake City Area
Work:
Fidelity Investments
- Greater Salt Lake City Area since Nov 2011
-
Portfolio Specialist -Portfolio Advisory Services
Fidelity Investments
Nov 2010 - Nov 2011
-
Annuity Service Associate
USIS
Aug 2009 - Nov 2010
-
Investigator
Fidelity Investments
2006 - 2009
-
Manager
Fidelity Investments
2004 - 2006
-
Retirement Service Specialist
Ann Taylor
2002 - 2004
-
Online Communication/Promotions
Davis Arts Council
2003 - 2003
-
Event Management/Marketing
Education:
Westminster College 2007 - 2009
MBA, Entrepreneurship, Marketing
University of Utah 2001 - 2004
Bachelor of Arts, Mass Communications - Public Relations
Skills:
Investments, Mutual Funds, Series 7, Securities, Fixed Annuities, Retirement, Risk Management, Series 63, Portfolio Management