Fidelity Investments Oct 2016 - Jan 2019
Managing Director
Fidelity Investments Oct 2016 - Jan 2019
Vice President, Managing Director
Fidelity Investments Dec 2013 - Oct 2016
Regional Consultant
Fidelity Investments Oct 2011 - Jan 2014
Investment Education Consultant
Fidelity Investments Oct 2006 - Oct 2011
Private Client and Stock Plan Services
Education:
University of Utah 2003 - 2008
Bachelors, Marketing
Skills:
Public Speaking Financial Planning Sales Customer Relationship Management Business Relationship Management
The Tjx Companies, Inc.
Store Manager
Walmart Jun 1998 - May 31, 2017
Store Manager
Prevo's Family Market May 1997 - May 1998
Meat Cutter, Produce Stocker
Prevo's Family Market Jun 1994 - May 1998
Grocery Manager
Prevo's Family Market Jun 1994 - May 1997
Customer Service
Education:
University of Phoenix 2008 - 2012
Bachelors, Bachelor of Arts, Bachelor of Science, Business Management, Business, Management
Northwestern Oklahoma State University 1998 - 1999
Northern Michigan College Traverse 1996 - 1997
Bellaire High School 1992 - 1997
Skills:
Retail Customer Service Training Project Planning Inventory Control Profit Inventory Management Store Management Team Building Leadership Development Leadership Employee Relations
Interests:
Working Out I Love Golf I Like Leadership Books Baseball and Football Running Hockey Movies