Work:
TIAA-CREF
Beneficiary Relationship Manager, Beneficiary Relationship Team (Consultant)
TIAA-CREF - Denver, CO
Individual Consultant
MetLife Financial Services - Greenwood Village, CO
Financial Services Representative
Isaak Bond Investments - Denver, CO
Municipal Bond Syndicate Manager
A.G. Edwards & Sons - Boulder, CO
Financial Consultant, Account Manager, and Broker
IBM Global Services - Boulder, CO
Financial Analyst
McDonald & Company Securities, Inc - Birmingham, MI
Municipal Bond Sales Liaison/Trading Assistant
Education:
TIAA-CREF implementation
Lean Management training - coaching
A.G. Edwards/College of Financial Planning
Accredited Asset Management Specialist (AAMS) in Financial Planning
University of Colorado at Denver - Denver, CO
B.S. in Accounting and Finance, minor in Economics, grad level Accounting courses and International business emphasis