Morningstar
Regional Sales Director
Symmetry Partners, Llc Aug 2016 - Sep 2017
Regional Business Consultant
Carson Group Partners Aug 2016 - Sep 2017
Vice President, Business Development - Northwest
Jackson Aug 2005 - Aug 2016
Business Development Consultant
Education:
Metropolitan State College of Denver May 1998
Bachelors, Bachelor of Arts
Fort Hays State University 1990 - 1994
Bachelors, Bachelor of Arts, Advertising, Public Relations, Communication
Skills:
Writing Solution Selling Consulting Market Customer Service Representatives Strategist Payments Insurance Territories Third Parties Nasd Sales Fee Mortgage Banking Procedural Finance Sales and Marketing Steel Detailing Merrill Lynch Management Revenue Insurance Planning Public Relations Coaching Calls Transactional Monitors Valuation Bdc Customer Satisfaction Legal Writing Reports Sii Variable Microsoft Excel Daily Reports Denver Bank Deposits Speech Communications Training Financial Goals Policy External Clients Customer Service Virtual Chronic Fatigue Research Loans Payroll Homeowners Written Consultative Selling Probe Achiever Moving Virginia Business Development Communication Home Series 6 Cost Savings Logic Programming Escrow Strategic Investment Losses Presentations Country Responsibility Internal Audit Regulations Banking Product Knowledge Tax Reviews Investments Variable Annuities Guidelines Software Financial Services Core Banking Compliance Rate Highlighting Liens Financial Transactions Englewood Foundations Meetings Recruiting
Aug 2005 to 2000 Business Development Consultant/WholesalerWashington Mutual bank Denver, CO May 2005 to Jul 2005 Assistant Financial Center Manager-Financial CenterWashington Mutual Bank Jacksonville, FL Nov 2002 to Apr 2005 Team Lead/Assistant Supervisor-Lien Release DepartmentMerrill Lynch Englewood, CO Jun 2000 to Nov 2002 Financial Planning SpecialistMerrill Lynch Englewood, CO Jun 1999 to Jun 2000 Assistant SupervisorMerrill Lynch Englewood, CO Apr 1998 to Jun 1999 Customer Service Representative
Education:
Metropolitan State College of Denver Denver, CO 1996 to 1998 BA in Public relations &Speech Communications
Name / Title
Company / Classification
Phones & Addresses
Nathaniel Poole Accounting Director
Government of District of Columbia Budget & Planning · General Government · Legislative Body General Government · Gov't Agency · Office of Advisory Neighborhood Commissions · Executive Office · Legislative Body · Public Finance/Taxation/Monetary Policy