Financial Partners Group 2002 - 2009
President
Financial Partners Group 2002 - 2009
President and Chief Executive Officer - Cfpâ , Chfcâ , Crpcâ , Cluâ , Lutcf, Clfâ , Caslâ
Prudential Preferred Financial 1989 - 2002
Managing Director
Prudential Financial 1989 - 2002
Managing Director
Education:
Iowa State University 1984 - 1988
Bachelors, Bachelor of Science, Mathematics, Education, Business, Exercise Science
Iowa State University - Ivy College of Business 1984 - 1988
Fort Dodge Senior High School
Skills:
Strategic Financial Planning Financial Advisory Retirement Finance Long Term Care Financial Planners Retirement Planning Business Development Wealth Management Financial Services Estate Planning Investments Mutual Funds Securities Life Insurance Fixed Annuities Asset Allocation Mortgage Lending 401K Disability Insurance Investment Advisory Risk Management Public Speaking Leadership Certified Financial Planner Iras Series 7 Insurance
Lpl Financial
Associate Financial Advisor
Sammons Retirement Solutions Feb 2017 - Jul 2017
Sales Desk Specialist
Sammons Retirement Solutions Feb 2017 - Jul 2017
Internal Wholesaler
Midland National Life Insurance Company Apr 2015 - Feb 2017
Sales Support Consultant
Insight Global Sep 1, 2014 - Feb 1, 2015
Recruiter
Education:
Iowa State University 2010 - 2014
Bachelors, Communication
Dowling Catholic High School
Skills:
Microsoft Office Powerpoint Microsoft Excel Public Speaking Microsoft Word Event Planning Social Media Teamwork Social Networking Data Analysis Research Facebook Customer Service Leadership Recruiting