Lpl Financial Located at Mountain America Credit Union
Wealth Management Sales Manager
Wells Fargo Advisors Nov 2015 - Jun 2018
Vice President - Investments, Associate Regional Brokerage Manager at Wells Fargo Advisors, Llc
Wells Fargo Jan 2014 - Nov 2015
Senior Vice President - Affluent Segment Leader - Utah Region
Wells Fargo Apr 2008 - Jan 2014
Senior Vice President - Community Bank Regional Private Banking Manager
Wells Fargo Jan 2003 - Apr 2008
Vice President - Community Banking District Manager
Education:
Pacific Coast Banking School 2007 - 2009
Utah State University 1981 - 1984
Skills:
Customer Service Microsoft Office Microsoft Excel Powerpoint Microsoft Word Financial Analysis Public Speaking Relationship Management Management Portfolio Management Finance Risk Management Finra Business Relationship Management Loans
Kerwin Baptist Christian High School Kernersville NC 1978-1982
Community:
Sandy Gerber, Sherry Testerman, Robin Testerman, Joy Overaker, Lynn Sparks, Gary Page, Dawn Shaw, Chris Stewart, Lisa Chambers, Terri Allen, Lisa Cockerham
Biography:
Life
I would describe my life as absolutely wonderful. Does it get any better than...