Location:
12713 south Harris Rd, Greenwood, MO 64034
Work:
The Retirement Planning Group
Chief Investment Officer
The Mutual Fund Store
Jul 2015 - May 2016
Senior Manager, Product Operations
The Mutual Fund Store
Feb 2013 - Jun 2015
Investment Research Analyst
Smart401K
Sep 2010 - Feb 2013
Director of Product Development
Smart401K
Feb 2006 - Sep 2010
Senior Investment Advisor
Education:
Missouri State University 2001 - 2004
Bachelors, Bachelor of Science, Management
Skills:
Investments, Mutual Funds, Portfolio Management, Asset Allocation, 401K, Retirement, Retirement Planning, Investment Strategies, Investment Advisory, Financial Services, Securities, Asset Management, Investment Management, Wealth Management, Product Development, Equities, Series 7, Compliance, Project Management
Certifications:
Chartered Financial Analyst (Cfa)
Cfa Institute