6691 W Burnside Rd, Portland, OR 97210 • (503)2916949
Work
Company:
M financial holdings
Aug 2008
Position:
Broker dealer associate
Education
School / High School:
PORTLAND STATE UNIVERSITY
Jan 2012
Specialities:
Bachelor of Science in Social Sciences
Skills
Investments • Leadership • Sales • Social Media • Securities • Public Speaking • Social Media Marketing • Event Planning • Program Management • Contract Negotiation • Coaching • Portfolio Management • Customer Service • Sales Operations • Business Development • Sales Support • Product Due Diligence • Alternative Investments
Griffin Capital Securities, Llc
Associate Vice President
Concorde Investments Mar 2018 - Jan 2019
Sales Supervisor
Lpl Financial Jun 1, 2015 - Feb 2018
Supervisory Principal
Weststar Financial Group Apr 2013 - Jun 2015
Compliance Analyst
M Financial Holdings Aug 2008 - Oct 2011
Broker Dealer Associate
Education:
Jesuit High School 1998 - 2002
Portland State University
Bachelors, Bachelor of Science
Skills:
Investments Leadership Sales Social Media Securities Public Speaking Social Media Marketing Event Planning Program Management Contract Negotiation Coaching Portfolio Management Customer Service Sales Operations Business Development Sales Support Product Due Diligence Alternative Investments
Certifications:
Series 7 Series 24 Series 66 Series 9 Series 10 License Series 7 License Series 24 License Series 66
Aug 2008 to 2000 Broker Dealer AssociateBROOKSTREET SECURITIES Portland, OR Jan 2005 to Jan 2008 Marketing CoordinatorSTRAND, ATKINSON, WILLIAMS & YORK Portland, OR May 2004 to Nov 2004 Brokerage Sales Assistant
Education:
PORTLAND STATE UNIVERSITY Jan 2012 Bachelor of Science in Social Sciences