Position:
Senior Manager, Relationship Management at Charles Schwab
Location:
Cleveland/Akron, Ohio Area
Work:
Charles Schwab
since Dec 2011
-
Senior Manager, Relationship Management
Prudential
Feb 2004 - Nov 2010
-
Vice President, Relationship Management
Rogers Financial Group
Nov 2001 - Feb 2003
-
Client Management
Fidelity Retirement Services
Dec 1997 - Jan 2001
-
Relationship Manager
National City Bank - MN
Dec 1996 - Dec 1997
-
Investment Communications Specialist
American Express Financial Advisors
Jan 1992 - Nov 1996
-
Financial Advisor
Allstate
- MN Jun 1990 - Nov 1991
-
Claims Representative
Education:
St. Cloud State University 1986 - 1990
B.A., Economics
Skills:
Defined Benefit, Defined Contribution, 401k, Retirement, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Pensions, Series 6, Retirement Planning, Financial Services, ERISA, Asset Managment, Business Development