Lockton Retirement Services
Account Executive
Principal Financial Group Aug 2011 - Mar 2012
Account Executive
Summit Financial Group Sep 2008 - Aug 2011
Account Executive
Education:
The University of Texas at Dallas 2006 - 2008
Bachelors, Bachelor of Science, Economics
Skills:
Series 6 Series 63 Customer Service Powerpoint Excel Outlook Microsoft Office Public Speaking Microsoft Excel Management Retirement Employee Benefits 401K Insurance Investments Leadership Marketing Mutual Funds Sales
West Heritage Elementary School Fontana CA 1993-1995, Pacheco Elementary School Redding CA 1995-1997, Junction Intermediate School Palo Cedro CA 1997-2001