Principal Financial Group
Regional Vice President- Retirement Services
Capital Group Sep 1, 2005 - Oct 1, 2011
Regional Vice President, Retirement Plan Counselor
Principal Financial Group Sep 1, 2005 - Oct 1, 2011
Vice President, Retirement Plan Sales
Fidelity Investments 1998 - 2005
Vice President, Retirement Plan Specialist
Education:
Brigham Young University 1995 - 1995
Bachelors, Bachelor of Arts
Grapevine High School
Brigham Young University
Bachelors, Bachelor of Arts In Business Administration
Skills:
Series 63 Consultative Selling Public Speaking Retirement 401K Retirement Plan Consulting Investment Advisory Series 7 Retirement Planning Sales Management Mutual Funds