Edgar Financial Group Mar 2011 - Jul 2014
Director of Operations
Clear Lake Bank & Trust Company Mar 2011 - Jul 2014
Trust Officer
Cetera Financial Group Jul 2007 - Mar 2011
Team Lead
Education:
Cannon Financial Institute 2016 - 2018
Newton Senior High School, Newton, Iowa
University of Iowa
Bachelors, Bachelor of Arts, Media Studies, Communication
Skills:
Banking Financial Services Process Improvement Vendor Management Marketing Series 7 Personal Trust Investment Management Personal Trust Administration Fiduciary
Certifications:
Series 7, Series 24, Series 66 Certified Trust & Financial Advisor