Location:
8350 Auburn Blvd, Citrus Heights, CA 95610
Industry:
Financial Services
Work:
Primerica Aug 2014 - Nov 2013
Investment Advisor Representative and Regional Leader
Scm Associates Aug 2011 - Jan 2013
Administrative Coordinator and Research Associate
Synovus Dec 2001 - Feb 2011
Registered Sales Assistant
Cccs Sep 1996 - Dec 2001
Counselor and Branch Manager
Trent Tube Division of Crucible Materials Oct 1994 - Sep 1996
Accounting Assistant
Education:
University of West Georgia
Bachelors, Bachelor of Business Administration, Accounting
Skills:
Leadership
Financial Advisory
Team Building
Banking
Financial Planners
Public Speaking
Insurance
Retirement Planning
Sales
Financial Planning
Tax
Investments
Financial Services
Underwriting
Financial Accounting
Strategic Financial Planning
Microsoft Word
Marketing
Microsoft Excel
Credit
Customer Service
Management
Credit Analysis
Retirement
Securities
Certifications:
Series 7 Broker License
Series 66 Investment Advisor/State Broker License
Life, Health and Variable Products Insurance Licenses (Georgia and Alabama)
