Wells Fargo Advisors Wells Fargo Bank Aug 2012 - Aug 2017
Regional Bank Private Banker
Merrill Lynch Aug 2012 - Aug 2017
Financial Advisor
Education:
University of Utah - David Eccles School of Business 2012 - 2014
Master of Science, Masters, Accounting, Finance
Brigham Young University 2000 - 2010
Bachelors
Brigham Young University - Idaho 2000 - 2006
Bachelors, Bachelor of Science, Business Management, Accounting
Skills:
Piano Performance Guitar Philanthropic Strategies Singing Musician Family Financial Advisor Customized Retirement Planning Financial Advising Music Voice Piano and Guitar Private Philanthropy Acting Piano
Jeffersontown Elementary School Jeffersontown KY 1956-1959, H. W. Wilkey Elementary School Leitchfield KY 1965-1976, Portland Christian High School Louisville KY 1980-1990, Watterson Elementary School Louisville KY 2000-2003