Alps, A Dst Company
Internal Sales Representative
Northstar Securities, Llc Sep 2016 - Jan 2018
Associate Regional Sales Consultant
Oppenheimerfunds Mar 2015 - Sep 2016
Regional Advisor Consultant
Transamerica May 2012 - Mar 2015
Internal Wholesaler
J.p. Morgan May 2005 - May 2012
Retirement Consultant
Education:
Colorado State University 1997 - 2001
Bachelors, Bachelor of Arts, Journalism
Skills:
Mutual Funds Series 7 Retirement Investments Series 63 Series 6 Retirement Planning 401K Asset Allocation Financial Advisory Iras Series 65 Variable Annuities Securities Fixed Annuities Fixed Income Portfolio Management Equities Finra Alternative Investments Life Insurance Investment Strategies Financial Services Strategic Financial Planning
Interests:
Social Services Education Science and Technology Disaster and Humanitarian Relief Health
Languages:
Spanish
Certifications:
Certified Mutual Fund Counselor Cmfc International College of Financial Planning