Tax & Financial Planning Firm
Tax and Financial Advisor
Mennenga
Tax and Financial Advisor
Rehmtech Oct 2014 - Oct 2015
Administrative Consultant
Bmo Financial Group Oct 2009 - Oct 2014
Retirement Plan Specialist and Manager Assist Banker
Bmo Financial Group Feb 2009 - Oct 2009
Call Center Personal Banker
Education:
Blackhawk Technical College
Skills:
Customer Service Banking Crm Management Finance Leadership Retail Banking Portfolio Management Qualified Retirement Plans Team Leadership Consumer Lending Institutional Investors Sales Commercial Banking Analysis Series 7 Tax Advisory Income Tax Insurance Fixed Annuities Client Relations Long Term Care Insurance Retirement Income Strategies Tax Planning Business Tax Planning
Languages:
English
Certifications:
Series 7 Series 66 Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities