National Western Life
Assistant Vice President, Marketing Operations
National Western Life 2010 - 2013
Suitability Manager
Country Financial 2006 - 2011
Securities Compliance
Education:
Evanston Township High School (Eths)
Evanston Township High School
The American College of Financial Services
Illinois State University
Bachelors, Bachelor of Science, Finance
Skills:
Mutual Funds Variable Annuities Fixed Annuities Life Insurance Iras Roth Ira Simple Ira 529 Plans Insurance Compliance Suitability Suitability Analysis Marketing Financial Planning Retirement Planning Indexed Annuities Sep Ira Marketing Communications Agency Relationship Management Strategic Financial Planning Retirement Long Term Care Disability Insurance Management Term Life Insurance Health Insurance Customer Service