Enterprise Investment Services
Certified Financial Plannerâ
Fidelity Investments 2007 - 2009
Active Trader Consultant
Commonwealth Financial Network Oct 2003 - Jan 2007
Trade Review Principal
Fidelity Investments—Dallas Sep 1998 - Nov 2000
Brokerage Trader
Education:
Babson College 2003
Master of Business Administration, Masters
Rockhurst University 1998
Bachelors, Bachelor of Science
Rockhurst University 1995 - 1998
Bachelors, Bachelor of Science In Business Administration, Business Management
Nov 2011 to 2000 Assistant Vice President/Financial AdvisorNEW ENGLAND INVESTMENT & RETIREMENT GROUP INC North Andover, MA Nov 2009 to Sep 2011 CERTIFIED FINANCIAL PLANNER(TM)FIDELITY INVESTMENTS Merrimack, NH Feb 2007 to Oct 2009 Active Trader ConsultantBarron's Magazine as Top1
2008 to 2009 An Independent Registered Investment AdvisorCOMMONWEALTH FINANCIAL NETWORK Waltham, MA Oct 2003 to Jan 2007 Suitability & Trade Review PrincipalFIDELITY INVESTMENTS Dallas, TX Sep 1998 to Nov 2000 Brokerage Trader
Education:
Babson College 2003 MBAROCKHURST UNIVERSITY Kansas City, MO 1998 Bachelors of Science in Business Management
Green Lake Christian School Seattle WA 1982-1985, Olympic View Elementary School Seattle WA 1985-1988, Hamilton Elementary School Hamilton WA 1988-1991