Nacas
Director of Corporate Relations
Shop24 Usa
Vice President
Telligen Inc 2003 - 2004
Consultant
Integrated Business 2000 - 2002
Chief Operations Officer
Ruesch International 2000 - 2001
Senior Vice President
Education:
University of Iowa
Bachelors, Bachelor of Arts, Business
University of Wisconsin - Madison
Master of Business Administration, Masters, Marketing
Xavier University
Master of Business Administration, Masters, Management
Skills:
Strategic Planning Marketing Strategy Strategy Leadership Business Development Product Development Management Team Building Account Management Human Resources Marketing Executive Management Start Ups Business Strategy Process Improvement Strategic Partnerships New Business Development Sales Business Planning Crm Leadership Development
Usaa Wealth Management Services 2010 - Jun 2014
Certified Financial Planner
Usaa Jan 2013 - Jun 2014
Financial Planner I - Coach and Mentor
Charles Schwab Jan 2013 - Jun 2014
Portfolio Consultant
Usaa Mar 2007 - Dec 2012
Financial Planner Ii - Book of Business
Usaa Mar 2005 - Mar 2007
Investment Counselor
Education:
Arizona State University 2002 - 2002
Bachelors, Bachelor of Science, Finance
Certified Wealth Strategist Certified Financial Planner™ Certificant Certified Chartered Financial Consultant Finra Series 6, Series 7, Series 63, and Series 65 Life and Health Insurance License - All States
David Arvizu (1978-1982), Kelly Wadman (1975-1979), Bonnie Funk (1976-1980), Melissa Wilson (1988-1992), Eric Luttio (1974-1978), Lewis Hart (1974-1978)