Industry:
Financial Services
Work:
Transamerica
Regional Director
Jackson Mar 2017 - Sep 2018
Director, Advanced Strategies
Soroka Financial Consulting Jan 2016 - Feb 2017
Certified Finanical Plannertm
Tiaa Nov 2004 - Oct 2015
Director, Field Consulting Group
Metropolitan State University of Denver Aug 2010 - Dec 2010
Affiliate Faculty
Education:
University of Michigan
Bachelors, Bachelor of Science
Keller Graduate School of Management of Devry University
Master of Business Administration, Masters, Marketing, Finance
Skills:
Leadership
Management
Retirement Planning
Investments
Coaching
Finance
Business Development
Wealth Management
Portfolio Management
Qualified Retirement Plans
Financial Education
Financial Planning
Retirement
Financial Services
Analysis
Risk Management
Mutual Funds
Sales
Strategic Financial Planning
Customer Service
Business Planning
Mentoring
Training
Insurance
Certifications:
Certified Financial Planner, Cfp®
Chartered Financial Consultant, Chfc®
Chartered Retirement Planning Counselor, Crpc®
Finra Series 24, 7, 63, 65 & 51
State Life and Health Insurance Licenses
Finra Series 7, 24, 63 & 51
