Financial Designs, Inc.
Partner
Cambridge Investment Research, Inc.
Financial Services Professional
Bank of America Sep 2005 - Jun 2007
Premier Client Manager
John Hancock Financial Services Jan 2001 - Sep 2005
Regional Vice President
Zurich Kemper Life 1997 - 2001
Regional Sales Representative
Education:
University of Missouri - Kansas City 1993 - 1997
Bachelors, Bachelor of Science, Business, Communications
Skills:
Retirement Planning Financial Advisory Finance Insurance Securities Financial Services Retirement Portfolio Management Employee Benefits Life Insurance Disability Insurance Series 63 Mutual Funds Wealth Management Series 7 401K Long Term Care Insurance Estate Planning Health Insurance Investment Advisory Iras Strategic Financial Planning Financial Planners
Interests:
Cooking Electronics Outdoors Home Improvement Reading Crafts Gourmet Cooking Sports Fishing Home Decoration