University of Cincinnati
Bachelor of Science, Marketing
Skills:
Mutual Funds Series 63 401K Financial Services Investments Retirement Relationship Management Asset Allocation Strategic Planning Leadership Employee Benefits Retirement Planning Management 401 Retirement Savings Plans Series 6 Series 65 Series 7 Client Relations Communication Written Communication Interpersonal Communication Team Leadership Team Building Cross Functional Team Leadership Team Sales Risk Assessment Risk Management Client Assessment Customer Service Erisa Retirement Plan Consulting Key Account Management Retirement Savings Retirement Consulting