Work:
Ameriprise Financial Services, Inc.
Rvp-Wealth Management Consultant
Ameriprise Financial Services, Inc.
Mar 2009 - Jan 2013
Managed Account Specialist
Ameriprise Financial Services, Inc.
Mar 2009 - Jan 2013
Hybrid Advisory Specialist, Wealth Management Consulting
Ameriprise Financial Services, Inc.
Dec 2007 - Mar 2009
Region Sales Director
Ameriprise Financial Services, Inc.
Feb 2006 - Dec 2007
National Sales Consultant - Brokerage and Managed Products
Education:
University of Wisconsin - Madison 1993 - 1993
Bachelors, Bachelor of Arts, Political Science
Skills:
Mutual Funds, Wealth Management, Financial Advisory, Series 7, Retirement Planning, Investments, Financial Services, Retirement, Investment Advisory, Fixed Annuities, Series 63, Financial Planning, Asset Allocation, Uniform Combined State Law, Securities, 401K, Asset Management, Investment Management, Series 6, Relationship Management, Portfolio Management, Finra, Separately Managed Accounts, Series 24, Estate Planning, Investment Strategies, Business Development, Strategic Financial Planning, Financial Planners, Alternative Investments, Equities, Wealth, Capital Markets