Quest Capital Strategies, Inc. Jun 2002 - Nov 2016
Registered Representative
College For Financial Planning Jun 2002 - Nov 2016
Adjunct Professor
Steamboat Financial Services Jun 1999 - Jun 2002
Registered Representative
Immanuel Lutheran School Jun 1999 - Jun 2002
Technology Instructor
Education:
College For Financial Planning 2011 - 2014
Master of Science, Masters
Columbia College 2009 - 2011
Bachelors, Bachelor of Science, Business Administration, Finance
East Central College 2007 - 2009
Associates, Associate of Arts, Business Administration
Skills:
Iras Wealth Management Investments Microsoft Office Mutual Funds Financial Planning Retirement Planning Series 7 Retirement 401K Rollovers Fixed Annuities Series 63 Strategic Financial Planning Financial Advisory Customer Service
St. John the Baptist High School St. Louis MO 1976-1980
Community:
Mark Mierisch, Linda Mckindley, Steve Reed, Kelly Siegmund, James Broderick, Cathy Young, Lisa Reinsmith, Mary Benoist, Karen Donton, Terry Delaney, Mary Naccarato