Lpl Financial Jan 2017 - Sep 2019
Assistant Vice President - Mutual Fund and Etf Product Management
Lpl Financial Jan 2017 - Sep 2019
Vice President
Lpl Financial Jun 2015 - Jan 2017
Avp, Corporate Strategy
Allianz Life Jul 1, 2014 - Jun 2015
Senior Analyst - Strategy and Business Development
Robert Half Sep 2013 - Jul 2014
Recruiting Manager - Financial Services Group
Education:
University of Minnesota - Carlson School of Management 2012 - 2015
Master of Business Administration, Masters
Augsburg University 2005 - 2007
Bachelors, Bachelor of Arts, Economics, Business
Brown College - Brooklyn Center 2002 - 2003
Associates, Associate of Arts, Television
Carlson School of Management 1974 - 1976
Master of Business Administration, Masters, Finance
Bethel University
Skills:
Financial Services Fixed Income Mutual Funds Investments Series 7 Team Building Wealth Management Change Management Portfolio Management Series 63 Securities Leadership Development Trading Investment Advisory Microsoft Office Asset Management Finra Series 24 Asset Allocation Retail Banking Uniform Combined State Law Financial Advisory