Start Smart
Certified Financial Planner
Principal Financial Group
Client Service Manager
Principal Financial Group
Senior Client Service Associate
Fidelity Investments Oct 2013 - Feb 2014
Defined Contribution and 401K Representative
North Carolina Farm Bureau Mut Sep 2012 - Sep 2013
Claims Adjuster
Education:
Duke University 2015 - 2016
Duke University 2005 - 2009
Bachelors, Bachelor of Science, Economics
Gonzaga College High School
Skills:
Management Finance Customer Service Wealth Management Retirement Planning Insurance
Penguin Random House
Executive Managing Editor, Penguin Young Readers
Penguin Group Usa Jan 2015 - Dec 2014
Executive Managing Editor, Grosset and Dunlap and Price Stern Sloan
Egmont Sep 2008 - Jun 2011
Managing Editor, Egmont Usa
Penguin Group Usa Aug 1, 2004 - Sep 1, 2008
Production Editor, Viking Children's Books and Puffin Books
Gleim Exam Prep Jan 2002 - Jun 2004
Proofreader and Reviewer
Education:
University of Florida 2000 - 2004
Winter Park High School
Fidelity Investments Raleigh, NC Oct 2013 to Jan 2014 Defined Contribution RepresentativeNorth Carolina Farm Bureau Insurance Durham, NC Nov 2012 to Sep 2013 Office AdjusterFarmers Insurance Group Sterling, VA Sep 2011 to May 2012 Agency Owner/Reserve AgentPrudential Financial Inc Vienna, VA Oct 2010 to Sep 2011 Financial Professional AssociateAAA Services Plus Springfield, VA May 2009 to Feb 2010 Co-Founder and Vice President
Education:
Duke University Durham, NC May 2009 Bachelor of Science in Economics