Vanguard
Financial Advisor
Vanguard Aug 2013 - Aug 2015
Client Relationship Administrator
Vanguard Jun 2012 - Aug 2013
Retirement Plan Specialist
Firstbank Jun 2008 - Nov 2010
Banking Officer
The Church of Jesus Christ of Latter-Day Saints Jun 2003 - Jun 2005
Missionary
Education:
Brigham Young University 2004 - 2009
Bachelors, Bachelor of Science, Finance
Skills:
Financial Analysis Leadership Management Finance Financial Modeling Investments Sales Small Business Insurance Financial Risk Financial Services Risk Management Valuation Microsoft Excel Financial Advisory Financial Reporting Securities Accounting Microsoft Office Business Analysis Financial Planning Client Relationship Management