Leadership • Microsoft Office • Teamwork • Microsoft Word • Management • Customer Satisfaction • Powerpoint • Communication • Bloomberg • Microsoft Excel • Public Speaking • Time Management • Customer Service • Financial Services • Life Insurance • Outlook
Charles Schwab
Specialist, High Net Worth Representative
Oppenheimer & Co. Inc. Mar 2018 - Aug 2018
Associate Financial Advisor
Scottrade Jan 2017 - Mar 2018
Investment Consultant
Scottrade Jul 1, 2016 - Jan 2017
Financial Services Representative L2
Scottrade Jun 2015 - Jul 2016
Financial Services Representative
Education:
University of Colorado Denver 2013 - 2015
Bachelors, Bachelor of Science, Business Administration, Finance
Metropolitan State University of Denver 2011 - 2013
Bachelors, Bachelor of Science, Finance
Skills:
Leadership Microsoft Office Teamwork Microsoft Word Management Customer Satisfaction Powerpoint Communication Bloomberg Microsoft Excel Public Speaking Time Management Customer Service Financial Services Life Insurance Outlook
Interests:
Children Education Economic Empowerment
Languages:
English
Certifications:
Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent) Co Life & Health Producer Lisence