Fidelity Investments
Vp, Branch Manager
Fidelity Investments Jan 2012 - Apr 2014
Assistant Branch Office Manager
Fidelity Investments 2003 - 2011
Field Training Director
Fidelity Investments 1998 - 2003
Investment Education Consultant
Education:
University of Nebraska at Omaha
Master of Business Administration, Masters
Skills:
Life and Health Insurance Licenses Sales Management Sales Operations Training and Development Organizational Learning Mutual Funds Performance Management Performance Consulting Teaching Retirement Planning Management Investments Asset Allocation Financial Services Financial Planning Series 7 Search Engine Optimization Social Media Marketing Web Analytics Digital Marketing Email Marketing Pay Per Click Wealth Management
Interests:
Kids Electronics Home Improvement Reading Automobiles Home Decoration
Certifications:
Targeted Selection®: Trainer Series 7 Series 63 Series 65 Series 9 Series 10 Life & Health Insurance License Development Dimensions International Finra Nasaa Targeted Selection????: Trainer The Neuroscience of Learning Online Marketing Foundations