Fidelity Investments since Jun 2006
Regional Planning Consultant
LaSalle Bank Dec 2000 - May 2006
Financial Consultant
Brunswick Corporation Jul 1998 - Nov 2000
Financial Leadership Development Program
Education:
University of Notre Dame 1994 - 1998
BBA, Finance & Business Economics
University of Notre Dame - Mendoza College of Business 1994 - 1998
Skills:
Series 7 Fixed Annuities Series 63 Retirement Planning Mutual Funds Investments Finance Leadership Risk Management Certified Financial Planner Wealth Management Series 6 Investment Management Etfs Asset Allocation Series 65 Wealth Management Services Estate Planning Relationship Management Financial Planners Life Insurance Personal Financial Planning Series 24 Separately Managed Accounts Wealth
Interests:
Gardening Tae Kwon Do Bowling Travel College Football Photo Booking
Languages:
English
Certifications:
Certified Financial Planner Professional Chartered Life Underwriter Chartered Financial Consultant Series 7 Series 66 General Lines - Life, Accident, Health and Hmo Certified Financial Planner Cfp Board The American College of Financial Services Financial Industry Regulatory Authority (Finra) Texas Department of Insurance
Jill Timmer, Gina Stulz, Dan Clinch, Ken Eikmeier, Kristy Kohles, Terrie Lachance, Ann Clark, Peg Petricek, Chris Lyon, Thomas Brungardt, Mark Mckeown, Sara Thompson