Charles Schwab Jun 2016 - Jun 2017
Associate Financial Consultant
Charles Schwab Jun 2016 - Jun 2017
Vice President, Financial Consultant
Raymond James Jun 2015 - Jun 2016
Financial Consultant I
Shoemaker Financial Aug 2013 - May 2015
Financial Advisor
Mail and More Oct 2008 - Aug 2013
Customer Service
Education:
University of Tennessee at Martin 2007 - 2012
Bachelors, Bachelor of Science
Skills:
Strategic Financial Planning Retirement Retirement Planning Series 7 Investment Advisory Fixed Annuities Wealth Management Mutual Funds 401K Financial Advisory Disability Insurance Titling and Beneficiary Designations Small Business Retirement Plans Charitable Giving College Planning Executive Compensation Planning Asset Allocation Investments Strategy 401K Rollovers
Washington Elementary School Aberdeen WA 1985-1986, Givens Elementary School Port Orchard WA 1986-1987, Burley-Glenwood Elementary School Port Orchard WA 1987-1992