COUNTRYÃÂî Financial since May 2010
Financial Representative
COUNTRYÃÂî Financial Jun 2009 - May 2010
Agency Intern
Hilton Portland & Executive Tower Jun 2005 - Sep 2008
Front Office Supervisor
Education:
Mt. Hood Community College
AS, Hotel & Resort Management
Portland State University
BA, Econocmics, Political Economy
Skills:
Retirement Planning Financial Advisory Retirement Life Insurance Investments Defined Benefit Defined Contribution Mutual Funds Finra Pensions Management Customer Service 401K Employee Benefits Financial Planning Financial Services Mergers and Acquisitions Fiduciary Due Diligence Presentations Business Development Asset Management Asset Allocation Portfolio Management Investment Management
Interests:
Snowboarding Golfing Camping Rafting Fishing
Certifications:
Certified 401(K) Professional, C(K)P® Certified Behavioral Finance Analyst, Cbfa® Charterted Retirement Plans Specialist, Crps® Chartered Retirement Planning Counselor, Crpc® Series 6 Series 63 Series 65 Accredited Investment Fiduciary, Aif® Certified Behavioral Finance Analyst Certified 401(K) Professional Charterted Retirement Plans Specialist Chartered Retirement Planning Counselor Trau - the Retirement Advisor University Allianz Global Investors College For Financial Planning Certified 401(K) Professional, C(K)P Certified Behavioral Finance Analyst, Cbfa Charterted Retirement Plans Specialist, Crps Chartered Retirement Planning Counselor, Crpc