Position:
Broker Representative at Charles Schwab
Work:
Charles Schwab
since Apr 2011
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Broker Representative
MetLife
May 2010 - Apr 2011
-
Financial Services Representative
Mutual of America
- Denver, CO May 2006 - Apr 2010
-
regional associate
TIAA-CREF
2002 - 2004
-
Internal wholesaler
Wells Fargo
2000 - 2002
-
Personal Banker
INVESCO Funds Group
1995 - 2000
-
Internal wholesaler
Education:
Metropolitan State College of Denver 1984 - 1986
Skills:
Mutual Funds, Retirement Planning, Life Insurance, Banking, Series 7, Investment Advisory, Series 63