Nike Feb 2000 - Feb 2007
Store Lead and Sales Associate
Trust Company of America Feb 2000 - Feb 2007
Senior Client Advocate
Education:
University of Nebraska–Lincoln 1995
University of Nebraska - Lincoln 1990 - 1995
Bachelors, Bachelor of Arts, English Language and Literature, Literature, English Language
Jesuit High School of New Orleans 1985 - 1990
Jesuit High School 1990
University of Nebraska–Lincoln
University of Nebraska - Central Administration System Office
Skills:
Management Investments Customer Service Financial Services Leadership Portfolio Management Mutual Funds Sales Strategic Planning Training Finance Software Documentation Asset Allocation Asset Management Process Improvement Team Building Business Analysis Project Management Trading Relationship Management Vendor Management Financial Analysis Investment Management Microsoft Office Analysis Wealth Management Securities Coaching Alternative Investments Investment Strategies Microsoft Excel Powerpoint Financial Advisory Equities Internet Explorer Separately Managed Accounts Sales Management Business Development Risk Management Banking Client Relations Business Strategy Strategic Financial Planning Dos Collaborative Problem Solving Customer Relationship Management Webex Docusign Voice of the Customer Outlook Express Accounting Investment Advisory Series 7 Etfs