Position:
Owner/Investment Advisor Representative at JP Financial Services, Inc.
Work:
JP Financial Services, Inc.
since Sep 2002
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Owner/Investment Advisor Representative
Ameritas Investment Corp
Dec 1998 - Sep 2002
-
Sales Support Specialist - Marketing
National Bank of Commerce
Mar 1997 - Dec 1998
-
ATM Verification Clerk/Vault Teller
Education:
University of Phoenix 2006 - 2009
MBA, Business
University of Nebraska-Lincoln 2003 - 2005
CPA Qualifications, Accounting
Bellevue University 1999 - 2001
BS, Global Business Management
Southeast Community College 1996 - 1999
AAS, Business Marketing
LUTC Courses Through The American College
Pender Public
Skills:
Financial planning, IRA's, Rollovers, mutual funds, annuities, stocks, bonds, money market funds, tax return preparation, life, health, disability, and long-term care insurances
Interests:
New technology, streamlining procedures, snowboarding, wakeboarding, boating, family and friends.