San Juan Hills High School Sep 2015 - Apr 2018
Head Coach Frosh and Soph Girls Tennis Team
Silversage Advisors Jun 2011 - Apr 2015
Client Service
Financial Management Network 2005 - 2008
Retirement Plan Benefits Specialist
E-Systems Montek 1981 - 1996
Project Administrator
Education:
Westminster College 1990 - 1994
Bachelors, Finance
University of Utah - David Eccles School of Business 1987 - 1990
Westminster College;Bachelor's Degree, Finance;1990 – 1994;
Bachelors, Finance
Skills:
Strategic Financial Planning Financial Analysis Investments 401K Investment Advisory Employee Benefits Project Management Manage Client Relationships Personal Finance Corporate Finance Investment Strategies Spreadsheets Asset Allocation Wealth Management Management Marketing Customer Service Strategic Planning Microsoft Office Microsoft Excel Retirement Budgets Program Management Public Speaking Team Building Contract Negotiation Retirement Planning Financial Planning Leadership