Morningstar Feb 2012 - Apr 2012
Regional Director
Blackrock Feb 2012 - Apr 2012
Vice President - Investment Management Consultant and Market Leader
Vanguard Oct 2005 - Oct 2011
Sales Executive
American Funds Apr 2003 - Oct 2005
Area Sales Representative
Morgan Stanley 1997 - 2002
Internal Wholesaler
Education:
University of Richmond 1993 - 1997
Bachelors, Bachelor of Science, Finance
Skills:
Mutual Funds Separately Managed Accounts 529 Plans Capital Markets Analysis Consultative Selling Exchange Traded Funds Seminars and Presentations Client Acquisition Account Development
Dec 2014 to 2000 Remote OnBase Contractor (MT)PROGRESS ENERGY Raleigh, NC Oct 2011 to Nov 2014 Remote OnBase / Kofax Contractor (MT)Froedtert Health Menomonee Falls, WI May 2014 to Sep 2014 Onsite OnBase Contractor (WI)PROGRESS ENERGY Sacramento, CA Dec 2012 to Dec 2013 Remote OnBase Contractor (MT)FARM CREDIT SERVICES OF MID AMERICA Louisville, KY Jan 2010 to Sep 2011 Document ManagerNATIONAL FLOOD SERVICES, INC Kalispell, MT Jun 2005 to Dec 2009 Imaging Engineer/ ArchitectCONVERGENTEDM, INC Bohemia, NY Aug 2002 to Sep 2004 Senior Systems EngineerMYDOCUMENTS, INC Bohemia, NY Nov 1998 to Feb 2002 Senior Systems EngineerESTEE LAUDER COMPANIES Melville, NY May 1996 to Nov 1998 Network Administrator / Computer Field Technician
Education:
STATE UNIVERSITY AT FARMINGDALE New York, NY Aug 1998 Bachelor in Industrial Management Technologies