Position:
Financial Advisor at Merrill Lynch
Work:
Merrill Lynch
since 2012
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Financial Advisor
Independent
- denver 2010 - 2012
-
Real Estate Broker/Investor
AllTech
- Denver 2009 - 2010
-
Project & Sales Coordinator
TIAA-CREF
2006 - 2008
-
Business Continuity & Workspace Manager
TIAA-CREF
2004 - 2006
-
Training & Development Manager
TIAA-CREF
2000 - 2004
-
Performance Development Manager
TIAA-CREF
1999 - 2000
-
Team Manager (Registered Principal)
TIAA-CREF
1992 - 1999
-
Financial Consultant (Registered Representative)
Education:
City University of New York-Baruch College
BBA, Business Administration - Marketing
Skills:
Mutual Funds, Insurance, Strategic Financial Planning, Leadership, Series 7, Series 66, Financial Services, Selling, Relationship Management, Coaching, Project Management, Risk Management, Training, Fixed Annuities, Change Management, Building Relationships, Retirement, Team Building, 401k, Retirement Planning, Call Center, Customer Service, Team Leadership, Quality Assurance, Siebel, Management, Investments, Employee Benefits