5655 south Yosemite St, Greenwood Village, CO 80111
Industry:
Financial Services
Work:
Resolute Wealth Partners
Principal and Co-Founder | Wealth Management Advisor
Northwestern Mutual
Managing Director and Wealth Management Advisor
Westin Hotels & Resorts Jun 1989 - Nov 1990
Accountant
Education:
University of Washington 1985 - 1989
Bachelors, Bachelor of Science, Business Administration, Business, Accounting
Skills:
Leadership Team Building Time Management Project Management Team Leadership Strategy Retirement Planning Investments Public Speaking Wealth Management Process Improvement Marketing Tax Strategy Fee Based Planning Investment Strategies Life Insurance Disability Income Insurance Education Funding Estate Analysis Business Analysis Business Development Financial Services Recruiting Talent Development Estate Planning Trust Services Employee Benefits Risk Management Asset Allocation Portfolio Management Long Term Care Asset Management Wealth Preservation Business Succession Executive Bonus Plans Group Life Insurance 401K Holistic Financial Planning Retirement Income Strategies Financial Recruiting Stock Market Wealth Distribution Financial Security Family Financial Planning Asset Protection Fixed Annuities Due Diligence Cash Management Customer Service Mentoring
Certifications:
Series 6, 7, 24, 63, 66 Ricp®, Retirement Income Certified Professional Chfc®, the Chartered Financial Consultant Clu®, Chartered Life Underwriter