Position:
Registered Investment Advisor at Transamerica Financial Group
Work:
Transamerica Financial Group
- Denver, CO since Sep 2012
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Registered Investment Advisor
Zumba
2010 - 2013
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Instructor
Axa Advisors, LLC
- Denver Metro Mar 2012 - Jul 2012
-
Financial Services Account Consultant
Englewood Mortgage Corporation
- Greenwood Village, CO Sep 2003 - Nov 2011
-
Licensed Mortgage Broker
New Castle Mortgage Company
Jan 1998 - Sep 2003
-
Owner / Loan Originator
Education:
Colorado State University 2011 - 2013
MBA, Finance - In progress
University of Denver 1995 - 1997
BA, Psychology w/ minor Womens Studies & emphasis in Religious Studies
Skills:
Public Speaking, Coaching, Customer Service, Marketing, Microsoft Office, Research, Sales, Non-profits, Microsoft Word, Social Media, Team Building, PowerPoint, Management, Marketing Strategy, Xcel, Salesforce.com, Sales Presentations, Leadership Development, Nonprofits
Interests:
Zumba, Hiking, camping, boating, water skiing, reading, scuba
Honor & Awards:
Magna Cum Laude graduate University of Denver
CO LAH insurance licensed
Series 7 Licensed
Series 66 Licensed