Position:
Workplace Planning and Guidance Consultant at Fidelity Investments
Location:
Greater Salt Lake City Area
Work:
Fidelity Investments
since Jan 2011
-
Workplace Planning and Guidance Consultant
Fidelity Investments
2007 - Feb 2011
-
Sr. Investment Consultant
Fidelity Investments
2006 - 2007
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Fixed Income Specialist
Fidelity Investments
2005 - 2006
-
Investments Representative
Nordstrom
1996 - 2005
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Assistant Manager
Education:
Westminster College 2004 - 2007
MBA, Certificate in Finance
University of Utah - David Eccles School of Business 2001 - 2004
BS, Accounting
Skills:
Investments, Series 7, Series 63, Strategic Financial Planning, Mutual Funds, 401k, Financial Services, Project Planning, Financial Analysis, Asset Management, Retirement Planning, Retirement, Asset Allocation, Portfolio Management, Wealth Management, Equities, Risk Management, Securities, Process Improvement, Life
Honor & Awards:
Error Free Trader - 2007, Fidelity Investments
Excellence In Action Q2 2007, Fidelity Investments
Pacesetter 2003, Nordstrom
Customer Service All-Star 2001, Nordstrom
Awards:
MVP/Leadership
President's Circle
Fidelity’s highest honor, winners exemplify Fidelity's strong commitment to excellence and our vision to deliver the best customer experience in the financial services industry. This is an impressive group of associates who truly earned this prestigious award through consistent hard work, unwavering customer focus, and a dedication to delivering results