Wealthplan Partners Oct 2017 - Aug 2018
Director of Supervision
Securities America Inc. Oct 2017 - Aug 2018
Regional Sales Supervision Principal
Tagge-Rutherford Financial Group Jun 2014 - Sep 2017
Operations Manager and Registered Principal at Tagge-Rutherford Financial Group
North Channel Capital Nov 2006 - Jun 2014
Registered Operations Manager
Ameriprise Financial Services, Inc. Mar 2006 - Oct 2006
Client Service Associate
Education:
University of Nebraska - Lincoln 1999 - 2004
Bachelors, Psychology
Skills:
Series 7 Series 24 Series 63 Notary Public Investments Management Finance Securities Customer Service Regulatory Compliance Risk Management Securities Regulation Compliance Analyst