Td Ameritrade May 2013 - Dec 2016
Senior Retirement Plan Representative
Td Ameritrade Institutional May 2013 - Dec 2016
Trading Specialist
Td Ameritrade Institutional Aug 2009 - May 2013
Relationship Manager I, Ii
Education:
Metropolitan State University of Denver 2005 - 2007
Bachelors, Bachelor of Science, Finance
Community College of Denver 2002 - 2005
Associates, Business Administration, Management, Business Administration and Management
Metropolitan State College of Denver
Skills:
Investments Trading Mutual Funds Financial Services Teamwork Series 24 Series 7 Series 63 Crps Certified Ira Specialist Qualified Retirement Plans Relationship Management Building Relationships Iras Asset Management Salesforce.com Customer Service Prioritize Workload Microsoft Office Microsoft Excel Microsoft Word Cross Functional Coordination Business Relationship Management Securities Regulation
Certifications:
Certified Ira Specialist (Cis) Series 24 Series 7 Series 63 Chartered Retirement Plan Representative
TD AMERITRADE San Diego, CA 2009 to 2012 Relationship Manager IITD AMERITRADE San Diego, CA 2009 to 2011 Relationship Manager IPridestaff/TD Ameritrade San Diego, CA 2008 to 2009 New Account AssociateMWH Global Broomfield, CO 2008 to 2008 Assistant to Department of EthicsGolden Wealth Solutions Wheat Ridge, CO 2006 to 2008 Administrative Assistant/Financial RepresentativeMetropolitan State College of Denver Denver, CO 2005 to 2005 StudentCommunity College of Denver Denver, CO 2001 to 2004 Account Receivable Clerk
Education:
Metropolitan State College of Denver Denver, CO 2007 Bachelor of Science in Finance
Skills:
Computer Savvy, Microsoft Outlook, Excel, Word, Access, Power Point, 50 wpm and 10 Key, BosWeb, Salesforce, Doc Search, Workflow
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