Wells Fargo Jul 2011 - Mar 2020
Vice President, Senior New Business Development Manager
Mfs Investment Management Apr 2005 - Jun 2011
Regional Vice President
Sentinel Investments 1997 - 2000
Regional Vice President
Financial Relations Board 1996 - 1997
Account Manager
1996 - 1997
Vice President, Senior New Business Development
Education:
University of Colorado Boulder 1983 - 1987
Bachelors, Bachelor of Science
Douglas County High School 1980 - 1983
Skills:
Mutual Funds Series 7 Series 63 Separately Managed Accounts
Certifications:
Certified Investment Management Analyst (Cima®) Certified Fund Specialist (Cfs®) Series 7 Securities License
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