Resumes
Resumes
Trust Officer
View pageLocation:
Bismarck, ND
Industry:
Investment Management
Work:
Securian Financial Advisors of Nd Inc Financia Apr 2016 - Apr 2018
Financial Advisor
Dakota Community Bank & Trust, N.a. Apr 2016 - Apr 2018
Trust Officer
U.s. Trust Aug 2012 - 2016
Trust Officer
Investment Centers of America 2011 - 2012
Financial Solutions Team
Korean Minjok Leadership Academy Jan 2009 - Feb 2011
Student Advisor and Debate Teacher
Financial Advisor
Dakota Community Bank & Trust, N.a. Apr 2016 - Apr 2018
Trust Officer
U.s. Trust Aug 2012 - 2016
Trust Officer
Investment Centers of America 2011 - 2012
Financial Solutions Team
Korean Minjok Leadership Academy Jan 2009 - Feb 2011
Student Advisor and Debate Teacher
Education:
University of Minnesota 1998 - 2000
Bachelors, Bachelor of Arts, History, Political Science Bismarck State College 1996 - 1997
Associates, Associate of Arts, Accounting
Bachelors, Bachelor of Arts, History, Political Science Bismarck State College 1996 - 1997
Associates, Associate of Arts, Accounting
Skills:
Retirement Planning
Investments
Portfolio Management
Mutual Funds
Financial Services
Public Speaking
Insurance
Teaching
Leadership
Retirement
Estate Planning
Investment Management
Wealth Management
Finra Series 66
Finra Series 7
Investments
Portfolio Management
Mutual Funds
Financial Services
Public Speaking
Insurance
Teaching
Leadership
Retirement
Estate Planning
Investment Management
Wealth Management
Finra Series 66
Finra Series 7
Certifications:
Ctfa