Resumes
Resumes
Principal At Cs Executive Recruiters
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
Mountain West Advisors
Managing Director
Massmutual Intermountain West
Managing Director
Bankers Life May 2011 - Jun 2018
Unit Sales Manager
Fidelity Investments Jan 2006 - Jun 2010
Fixed Income Trader
Jan 2006 - Jun 2010
Principal at Cs Executive Recruiters
Managing Director
Massmutual Intermountain West
Managing Director
Bankers Life May 2011 - Jun 2018
Unit Sales Manager
Fidelity Investments Jan 2006 - Jun 2010
Fixed Income Trader
Jan 2006 - Jun 2010
Principal at Cs Executive Recruiters
Skills:
Leadership
Sales
Investments
Finance
Marketing
Customer Service
Financial Services
Insurance
Recruiting
Retirement Planning
Management
Mutual Funds
Trading
Team Building
Strategic Planning
Sales
Investments
Finance
Marketing
Customer Service
Financial Services
Insurance
Recruiting
Retirement Planning
Management
Mutual Funds
Trading
Team Building
Strategic Planning
Financial Advisor
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
Prostasis Jun 2012 - Sep 2013
Chief Marketing Officer
Bankers Life Jun 2012 - Sep 2013
Financial Advisor
Fidelity Investments 2006 - 2011
Fixed Income Specialist
Ameriprise Financial Services, Inc. 2003 - 2006
Financial Advisor
Chief Marketing Officer
Bankers Life Jun 2012 - Sep 2013
Financial Advisor
Fidelity Investments 2006 - 2011
Fixed Income Specialist
Ameriprise Financial Services, Inc. 2003 - 2006
Financial Advisor
Education:
School Name:
Skills:
Series 7
Fixed Income
Finance
Mutual Funds
Series 63
Portfolio Management
Financial Services
Strategic Financial Planning
Investments
Asset Allocation
Retirement Planning
Retirement
Wealth Management
Fixed Annuities
Asset Management
Equities
Financial Planning
Investment Strategies
Fixed Income
Finance
Mutual Funds
Series 63
Portfolio Management
Financial Services
Strategic Financial Planning
Investments
Asset Allocation
Retirement Planning
Retirement
Wealth Management
Fixed Annuities
Asset Management
Equities
Financial Planning
Investment Strategies
Invesment Consultant
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
Fidelity Investments
Invesment Consultant
Ameriprise Financial Services, Inc. 2004 - 2006
Financial Planner
Discover Card 1999 - 2003
Account Manager
Invesment Consultant
Ameriprise Financial Services, Inc. 2004 - 2006
Financial Planner
Discover Card 1999 - 2003
Account Manager
Skills:
Infrastructure