Position:
Director, Wealth Planner at Ascent Private Capital Management of U.S. Bank
Work:
Ascent Private Capital Management of U.S. Bank
- Denver, CO since Oct 2011
-
Director, Wealth Planner
Wells Fargo Bank
Jul 2010 - Oct 2011
-
Financial Planner, Wealth Planning Center
Grant Thornton LLP
Jan 2004 - Jul 2010
-
Tax Manager, Private Wealth Services
Education:
University of Denver 2003 - 2004
M.T., Taxation
Furman University 1999 - 2003
B.S., Accounting