Robert W. Baird & Co. since Aug 2010
Registered Client Relationship Specialist
Wunderlich Securities 2009 - 2010
Registered Sales Assistant/Compliance Specialist
Capital Management Group Aug 2001 - Jan 2008
Associate
Education:
Menomonee Falls High School 1986 - 1990
Diploma, General Studies
Skills:
Alternative Investments Equities Series 63 Portfolio Management Securities Investment Strategies Crm Investments Trading Asset Management Series 66 Asset Allocation Series 55 Series 7 Wealth Management Hedge Funds Mutual Funds Series 24