Securities America Inc. Jun 2011 - Apr 2018
Financial Consultant
Bearence Management Group Jun 2011 - Apr 2018
Financial Consultant
Igroup Financial Mar 2010 - May 2011
Partner
Axa Advisors Sep 2003 - Mar 2010
Vice President-Retirement Benefits Group
Education:
University of Vermont 1999 - 2003
Bachelors, Bachelor of Science, Marketing, Finance
Bearence Management Group - Minneapolis/St. Paul since Jun 2011
Financial Consultant
iGroup Financial - Greater Minneapolis-St. Paul Area Mar 2010 - May 2011
Partner
AXA Advisors Sep 2003 - Mar 2010
Vice President-Retirement Benefits Group
Education:
University of Vermont 1999 - 2003
Bachelor of Science (BS), Finance & Marketing
Skills:
Succession Planning Employee Benefits Insurance Retirement Planning Estate Planning Disability Insurance Retirement Strategic Financial Planning 401k Fixed Annuities Investments Retirement Plan Consulting Finance FINRA Entrepreneurship Mutual Funds Wealth IRAs Wealth Management Financial Advisory Leadership Long-term Care Asset Allocation Life Insurance Investment Strategies Securities Health Insurance Series 63 Small Business Series 7 Risk Management