Stifel Financial Corp.
Retirement Plan Marketing Specialist
Transamerica Mar 2010 - May 2018
Retirement Planning Consultant
Transamerica Jan 2013 - May 2018
Manager of Development
Mfp Strategies Jan 2008 - Mar 2010
Senior Retirement Plan Consultant
Great-West Retirement Services Feb 2002 - Jan 2008
Client Relationship Manager
Education:
Fontbonne University
Master of Business Administration, Masters, Business
Missouri State University
Bachelors, Bachelor of Science, International Business, Spanish
Skills:
Retirement Retirement Planning Defined Benefit 401K Qualified Retirement Plans Series 6 Pensions Public Speaking Relationship Management Series 63 Coaching Account Management Finra Crpc Mutual Funds Investments Business Planning Profit Sharing Defined Contribution Financial Advisory Retirement Plan Consulting Variable Life and Health Insurance Plan Design Series 65 401 Retirement Savings Plans