Position:
VP, Associate Manager at Wells Fargo Advisors, LLC
Work:
Wells Fargo Advisors, LLC
- Greater Denver Area since Jan 2013
-
VP, Associate Manager
Wells Fargo Advisors, LLC
- Greater Seattle Area Jan 2011 - Jan 2013
-
AVP, Regional Banking Consultant
Russell Investments
Apr 2009 - Jan 2011
-
Transfer Agent Operations Specialist
Russell Investments
Aug 2007 - Apr 2009
-
Contracts Administrator
Russell Investments
Apr 2007 - Aug 2007
-
Intern
Wells Fargo Bank
Mar 2005 - Mar 2007
-
Personal Banker
Education:
University of Washington 2003 - 2007
Business Administration, Finance
Certifications:
2013 Level III Candidate in the CFA Program, CFA Institute