Stanford University Jun 2001 - Jul 2015
Department Administrator
Transamerica Financial Advisors, Inc. Jun 2001 - Jul 2015
Investment Advisor Representative
World Financial Group (Wfg) Jun 2001 - Jul 2015
Senior Marketing Director and Independent Financial Consultant
Stanford University School of Medicine Jun 1999 - Jun 2001
Director of Finance and Operations
Stanford University Jun 1988 - Jun 1999
Director of Financial Aid
Education:
University of Wisconsin - Superior 1979 - 1983
Bachelors, Bachelor of Science, Education
University of Nevada, Reno 1981 - 1983
Masters, Master of Arts, Education
Nicolet Area Community College 1977 - 1979
Associates, Associate of Arts, Education
Skills:
Management Budgets Public Speaking Research Strategic Planning Human Resources Data Analysis Team Building Project Planning Coaching Financial Analysis Project Management Customer Service Financial Reporting Leadership Higher Education Administration Mentoring Higher Education Leadership Financial Management Services Staff Development Event Management Counseling Psychology Research Administration Financial Planning Retirement Planning
Languages:
English
Certifications:
California Life, Health and Disability License Series 6 - Financial Industry Regulatory Authority Series 63 Uniform State Law Examination Series 65 - Uniform Investment Adviser Law Examination License 0K53303 Series 6 California Department of Insurance, License 0K53303 Financial Industry Regulatory Authority (Finra) North American Securities Administrators Association