Industry:
Financial Services
Work:
Fidelity Investments Aug 1, 2014 - May 2019
High Net Worth Associate at Fidelity Investments
Frontier Securities May 2012 - Dec 2013
Operations and Trading Specialist
Wells Fargo Oct 2011 - May 2012
Personal Banker
Wells Fargo May 2010 - Oct 2011
Client Service Consultant
Wells Fargo Home Mortgage Oct 2008 - May 2010
Loan Modification Underwritter
Education:
University of Colorado Denver 2020 - 2021
Master of Science, Masters
University of Wisconsin - Milwaukee 2006 - 2009
Bachelors, Bachelor of Business Administration, Finance
Skills:
Microsoft Excel
Microsoft Word
Microsoft Office
Jp Morgan Trading Systems
Finra Trace Reporting System
Bloomberg Terminal
Certifications:
Financial Industry Regulatory Authority (Finra)
Series 7 - Securities Representative
Series 66 - Uniformed Combined State Law