H&R Block
Office Manager
H&R Block 2013 - Aug 2017
Tax Associate
Cb&I 2012 - 2013
Community Outreach Specialist Iii
Massmutual Financial Group 2010 - 2012
Financial Sales Associate
Best Advisory Group 2010 - 2012
Account Manager and Consultant
Education:
Capella University 2015
Capella University 2014 - 2015
Capella University 2012 - 2013
Saint John's University 2002 - 2004
Master of Business Administration, Masters, Finance
Baruch College 1999 - 2002
Bachelors, Bachelor of Business Administration, Marketing
Skills:
Insurance Employee Benefits Financial Services Retirement Planning Estate Planning Leadership Management Strategic Financial Planning Small Business Customer Service Sales Relationship Management Banking Wealth Management