Pcu
Wealth Advisor
Td Ameritrade Jan 2018 - Feb 2019
Senior Financial Consultant
Transamerica Mar 2015 - Jan 2018
Retirement Plan Specialist
Ameriprise Financial Services, Inc. Oct 2012 - Feb 2015
Financial Advisor and Client Support Associate
Fidelity Investments Mar 1989 - Feb 1991
Registered Representative
Education:
Texas A&M University 1989 - 1990
Master of Education, Masters
Texas A&M University - Commerce
Master of Education, Masters
Texas Tech University
Bachelors, Bachelor of Business Administration, Marketing
Vandyke Elementary School Coleraine MN 1970-1977, Grand Rapids Middle School Grand Rapids MN 1977-1979, Central Middle School White Bear Lake MN 1979-1980
Community:
Mike Marier, Curt Wahl, Jolene Black, Sara Zanish, Lisa King, James Dellwo, Dave Anderson, Anthony Pinna, Diane Beaty, Ken Sundquist, Todd Gregory, James Murray
William Scheiderer, Lori Stime, Brian Vance, Barbara King, Amy Braskamp, Donald Mortinsen, Rick Murphy, Christina Casper, Deborah Stephens, Jeff Norgaard, Kevin Groon, Wendy Moe