T. Rowe Price
Vice President, Regional Investment Consultant
T. Rowe Price May 2017 - Oct 2018
Assitant Vice President, Intermediary Sales Consultant
Thornburg Investment Management Mar 1, 2015 - May 2017
Internal Sales Consultant
Axa Advisors Nov 2014 - Mar 2015
Financial Advisor
Team Effort Feb 2013 - Jun 2014
Sales Representative
Education:
Unm Anderson School of Management 2008 - 2013
Bachelors
La Cueva High School 2004 - 2008
Unm Anderson School of Management 2001 - 2005
Bachelors
Unm Anderson School of Management 1991 - 1996
Bachelors
Skills:
Investments Mutual Funds Retirement Planning Series 7 Financial Analysis Sales Series 63 Portfolio Management Asset Management Financial Services Fixed Income Asset Allocation Equities
Certifications:
Series 7 Series 66 Financial Industry Regulatory Authority (Finra)
City of Colorado Springs Feb 2016 - Sep 2019
Innovation and Sustainability Manager
City of Colorado Springs Feb 2016 - Sep 2019
Support Services Manager
City of Colorado Springs Feb 2014 - Feb 2016
Contract Compliance Manager
Lafargeholcim Jul 2011 - Jan 2014
Regional Procurement Manager
Lafargeholcim May 2010 - Jul 2011
Procurement Specialist - Catskill, Ny Plant
Education:
Regis University 2007 - 2009
Master of Business Administration, Masters
Colorado College 2002 - 2005
Bachelors, Bachelor of Arts, Economics