Regis University 1998 - 2001
Bachelors, Bachelor of Science, Business Administration
Skills:
Investments Series 7 Series 63 401K Uniform Combined State Law Qualified Retirement Plans 457 Plans Mutual Funds 403 B Finance Leadership Customer Service Microsoft Excel Public Speaking Fixed Annuities Analysis Financial Services Retirement
Certifications:
License Series 6 License Series 7 License Series 63 License Series 66 License Tgpc License Qka License Qpa License Crps®
Regis University 1998 - 2001
Bachelors, Bachelor of Science, Business Administration
Skills:
Leadership Uniform Combined State Law Series 63 403 B Qualified Retirement Plans Investments Microsoft Excel Public Speaking Fixed Annuities Finance Retirement 401K Customer Service Analysis Financial Services 457 Plans Mutual Funds Series 7
Certifications:
License Series 6 License Series 7 License Series 63 License Series 66 License Tgpc License Qka License Qpa License Crps®