Docusign
Regional Vice President - Financial Services
Docusign
Commercial Manager - Financial Services
Docusign Sep 2017 - 2018
Financial Services Team Lead
Docusign Dec 2015 - 2018
Account Executive - Financial Services
Amazon Jul 2013 - Dec 2015
Amazon Destinations - Market Manager
Education:
College For Financial Planning 2009 - 2011
Western Washington University 2003 - 2007
Lake Washington High School 2000 - 2003
College For Financial Planning 1973 - 1976
Skills:
Wealth Management Finance Financial Planning Estate Planning Retirement Planning Customer Service Sales Strategic Financial Planning Salesforce.com Management Retirement Income Strategies Long Term Care Financial Advisory Retirement Series 7 Long Term Care Insurance Life Insurance Financial Planners