Prudential Financial
Financial Advisor
Merrill Lynch Apr 2017 - Jan 2018
Financial Advisor
Edward Jones Jan 2014 - Apr 2017
Financial Advisor
Jan 2014 - Apr 2017
Vice President
Education:
Augsburg University
The College of St. Scholastica
Bachelors, Bachelor of Arts
Skills:
Financial Analysis Retirement Analysis Wealth Management Financial Services Income Strategy During Retirement Years Retirement Planning Wealth Preservation Portfolio Review Strategic Financial Strategies Investments
Certifications:
Series 7 Series 66 Insurance Licensed In Wisconsin and Minnesota Financial Industry Regulatory Authority Wisconsin & Minnesota Accidental & Health, Life, Variable Life & Variable Annuities
Isbn (Books And Publications)
Discovering the Qur'an: A Contemporary Approach to a Veiled Text
F. D. Roosevelt School London Morocco 1975-1978, Lord Nelson Public School London Morocco 1978-1980
Community:
Joe Becerra, Marys Pinnell, Ted Nugent, Jamie Mcgugan, Tracy Lee, Kevin Bowers, Charlotte Murphy, Keith Marshall, Chris Cunningham, Charlie Gill, Tim Trelford