Paychex
Relationship Manager
Matrix Financial Services Inc 2008 - Feb 2016
Relationship Manager
Vanguard Aug 2007 - Jul 2008
Financial Planning Consultant
Vanguard Jan 2005 - Aug 2007
Problem Resolution Administrator
American Airlines Feb 1986 - Feb 2005
Flight Attendant
Education:
The American College of Financial Services 2006 - 2008
Arizona State University 2002 - 2004
Bachelors, Bachelor of Arts, Business Finance
Cleveland State University 1988 - 1990
Bachelors, Bachelor of Science, Business, Finance
Skills:
Wealth Management Mutual Funds Portfolio Management Financial Services 401K Asset Allocation Relationship Management Investments Banking Customer Service Series 63 Asset Management Financial Analysis Series 6 Rpf 1 and Rpf 2 Microsoft Suites Time Management Finance Retirement Plan Administration Pension Plan Administration Team Building Dmaic