Work:
Fidelity Investments
Feb 2017 - Aug 2018
Central Relationship Manager
Fidelity Investments
Feb 2017 - Aug 2018
Relationship Manager
Fidelity Investments
Mar 2015 - Feb 2017
Investment Solutions Representative
Fidelity Investments
Jun 2014 - Mar 2015
Financial Representative
Lohaus Law
Dec 2011 - Jun 2014
Estate Planning Attorney
Wealth Concepts
Jun 2011 - Dec 2011
Financial Advisor
Ziegler
May 2010 - Jun 2011
Financial Advisor
Jackson
Aug 2008 - May 2010
Internal Wholesaler
Education:
University of Colorado 2004 - 2007
Doctor of Jurisprudence, Doctorates, Law
University of Colorado 2004
Bachelors, Bachelor of Arts
University of Colorado Boulder 2000 - 2004
Bachelors, Bachelor of Science, Economics, Finance
Skills:
Estate Planning, Wealth, Tax, Retirement Planning, Wealth Management