Security National Bank
Employee Benefits Trust Officer
Annexus Distributors May 2014 - Mar 2015
Regional Sales Director
Woodmenlife Jan 2013 - May 2014
Senior Wholesaler
Woodmenlife Oct 2011 - Dec 2012
Senior Sales Specialist
Pacific Life 2004 - 2009
Internal Wholesaler 2
Education:
Bellevue University 2018 - 2021
Masters, Project Management
Bellevue University 2014 - 2018
Bachelors, Bachelor of Science, Project Management
College For Financial Planning 2015 - 2016
Slippery Rock University of Pennsylvania
Skills:
Fixed Annuities Insurance Retirement Planning Mutual Funds Series 63 Series 6 Sales Variable Annuities Selling Portfolio Management Investments Life Insurance Financial Services Sales Management Wealth Management Customer Service Retirement Strategic Planning 529 Plans Series 7 Asset Allocation Project Management 401 Retirement Savings Plans Sales Presentations
Interests:
Social Services Children Economic Empowerment Environment Education Human Rights