Ameriprise Financial Services, Inc.
Your Financial Advisor
Massmutual Financial Group Jul 2016 - May 2018
Financial Planner
Metlife Sep 2008 - Jul 2016
Financial Professional
John Hancock Financial Services Dec 2006 - Mar 2008
Financial Services Representative
Education:
University of Oregon 2002 - 2006
Bachelors, Bachelor of Arts, Political Science and Government, Government, Jazz, Political Science
Københavns Universitet - University of Copenhagen 2004 - 2005
Byram Hills High School 1998 - 2002
Skills:
Customer Service Wealth Management Services Financial Analysis Retirement Planning Estate Planning Small Business Business Strategy Health Insurance Disability Insurance Life Insurance Securities Insurance Variable Annuities Fixed Annuities Mutual Funds Finance Retirement Series 63 Estate Conservation Strategies Retirement Strategies
Languages:
Danish
Certifications:
Certified In Long-Term Care (Cltc) Series 6, 63 License Ny: La-1042835, Ca: Oi10367 Variable Life, Accident, and Health Insurance License Ca, Ct, Fl, Md, Nj, Ny, Or, State Insurance Departments, License Ny: La-1042835, Ca: Oi10367
Breach of Contract including Developer's Obligation to Pay Condominium Fees Personal Injury including Automobile, Slip and Fall Insurance including Life, Suicide, Homicide and Accidental Death Disability Insurance including Mental Illness and Loss of Professional License Health Insurance, limits to Cancer Coverage Medicare Fraud and Abuse Property and Casualty Insurance including Liability for Vehicular Homicide by Employee Driver Products Liability including Industrial Doors Health Care Social Security Breach of Contract Personal Injury Insurance Litigation Life, Health and Disability Insurance Property and Casualty Insurance Construction Litigation Products Liability
ISLN:
906345465
Admitted:
1971
University:
Coll of the Holy Cross, Worcester, MA; College of The Holy Cross, A.B., 1967
Philip Howe (1956-1960), Rita Hastings (1957-1961), Angie Kochuk (1976-1980), Kevin Deyo (1977-1981), Justin James (1997-2001), Keith Therieau (1980-1984)
Bellevue, WAPast: VP of Finance at Straitshot Communications, Inc, Director of Finance at Network Computing... Sixteen years in senior financial management at start-ups and leading high-tech companies. Proven expertise in accounting, treasury management, operations... Sixteen years in senior financial management at start-ups and leading high-tech companies. Proven expertise in accounting, treasury management, operations, strategic planning, risk management, project supervision and human resources. An astute and articulate manager, skilled in collaborating with...