Bradford Financial Center
Financial Advior
Bradford Financial Center Aug 2015 - Aug 2017
Client Services Specialist
Bennigan’s Dec 2014 - Jun 2015
Manager
Principal Financial Group Dec 2013 - Dec 2014
Princor Registered Representative at Principal Financial Group
Wells Fargo Aug 2010 - Oct 2013
Personal Banker and Brokerage Assoiciate
Education:
North Iowa Area Community College 2006 - 2009
Northridge High School 2002 - 2006
Skills:
Team Building Social Media Customer Service Public Speaking Budgets Coaching Finance Microsoft Office Leadership Sales Inventory Management Microsoft Excel Negotiation Strategic Planning Event Planning Small Business Social Media Marketing Wealth Management Financial Planning Insurance Financial Risk Financial Advisory Investments Investment Strategies Investment Advisory Investment Management Securities Health Insurance Life Insurance Disability Insurance Estate Planning Asset Allocation Fixed Annuities Asset Management Asset Protection Working With Investors Client Relations Client Services Wealth Preservation Wealth Accumulation Wealth Transfer Long Term Care Insurance Group Insurance Retirement Income Strategies Retirement Solutions College Savings Plans College Education Planning Hold Series 7 Financial Goals Variable Annuities Indexed Annuities Equity Indexed Annuities Medicare Supplements Client Education Client Focused Helping Clients