Work:
Morgan Stanley Wealth Management
- South Jordan, Utah since Oct 2009
Senior CIS Operations Specialist
Utah Cyclocross Series
since Oct 2004
Chief Official / Judge
Morgan Stanley
Sep 2003 - Oct 2009
Senior Operations Specialist
Morgan Stanley
Apr 1999 - Sep 2003
Technical Support
A Bicycle Odyssey
Apr 1994 - Dec 2001
Sales/Mechanic
Vetta USA Limited
Apr 1997 - Sep 1998
Customer Service/Warranty Manager
Winterland Productions
Nov 1989 - Apr 1997
Production Administration
The Santa Cruz Operation
1988 - 1989
Production Administration
Education:
Golden Gate University Sep 1993 - Apr 1998
University of California, Santa Cruz Sep 1984 - Apr 1988
International School of Brussels 1983 - 1984
High School Diploma, College Preparatory
Skills:
Equities, Mutual Funds, Options, Business Process Improvement, Customer Service, Writing, Bicycle, Photography, Sales, Trading, Wealth Management, Social Media, Wordpress, Html, Bicycle Repair, Stock Plan Services, Corporate Actions, Tax Reporting, Mailchimp, Digital Photography, Adobe Photoshop, Adobe Lightroom, Customer Satisfaction, Ticketing Systems, Content Management, Microsoft Office, E Commerce, Customer Support, Microsoft Word, Microsoft Excel, Twitter, Instagram, Facebook, Blogging, Securities, Series 7, Series 63, Fixed Income
Interests:
Civil Rights and Social Action
Education
Environment
Arts and Culture
Health
Certifications:
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Usa Cycling Official (Road/Cyclocross "B", Track/Mtb "C", Moto "Pillion", Domestic Drive)
Race Director Certification (Level C)
Coach (Level 3)
Shimano Tec - Wheel and Hub Certified Technician
Shimano Tec - Spd/Spd-Sl Pedal Certified Technician
Shimano Tec - Di2 Certified Technician
Shimano Tec - Drivetrain Road Certified Technician
Shimano Tec - Drivetrain Mountain Certified Technician
Connecting With Your Millennial Manager
License 99317
License 3227770
Financial Industry Regulatory Authority (Finra), License 3227770
Usa Cycling, License 99317
