Location:
10129 east Powers Ave, Greenwood Village, CO 80111
Work:
Oppenheimerfunds
Aug 2012 - May 2019
Vice President, Senior Advisor Consultant at Oppenheimerfunds
Invesco Us
Aug 2000 - Jul 2003
Senior Internal Wholesaler
Marketwise
2000 - 2000
Sales Business Development
Investor's Business Daily
1997 - Sep 1999
Regional Sales Manager
American Airlines
1992 - 1997
Client Relationship Manager
Mhm Hotel Management Company
Jan 1, 1988 - Jan 1, 1990
Beverage Manager
Education:
The University of Texas at Arlington 1994 - 1995
Bachelors, Bachelor of Business Administration, Marketing
University of Northern Colorado 1983 - 1988
St. Mary's High School Colorado Springs, Co 1979 - 1983
St. Mary's High School, Colorado Springs
Skills:
Mutual Funds, Asset Allocation, Investments, Separately Managed Accounts, Financial Services, 401K, Retirement Planning, Alternative Investments, Wealth Management, Retirement, Business Development, Investment Advisory, Investment Strategies, Etfs, Finra, Portfolio Management, Asset Management, Leadership, Securities, Financial Advisory, Crm, Iras, Investment Management, Financial Planning, Customer Relationship Management, Fixed Annuities, Fixed Income, Variable Annuities, Relationship Management, Equities, Strategic Financial Planning, Hedge Funds, Retirement Plan Consulting, Bonds, Qualified Retirement Plans, Life Insurance, Financial Markets, Wealth Management Services, Pensions, Defined Benefit, Defined Contribution, Wealth, 401K Rollovers, Estate Planning, Erisa, Financial Planners, Finance
Certifications:
Series 6
Series 7
Series 63
Crpc
Cmfc