Principal Financial Group
Relationship Manager
Merrill Lynch
Vice President, Client Relationship Manager
Merrill Lynch Jan 2004 - Mar 2006
Beyond Banking Relationship Manager
Merrill Lynch Jun 1999 - Jan 2004
Senior Registered Client Associate
Education:
Michigan State University 2012 - 2016
Bachelors, Bachelor of Arts
Michigan State University 1994 - 1999
Bachelors, Bachelor of Arts
Skills:
Financial Advisory Investments Relationship Management Risk Management Banking Series 9 Series 10 Series 66 Financial Services Wealth Management Series 31 Wealth Management Services Series 7