Wells Fargo Advisors Jan 2018 - Mar 2019
Associate Vice President - Investment Officer
Katahdin Financial Group, Llc Jan 2018 - Mar 2019
Senior Vice President - Investment Officer
Jan 2018 - Mar 2019
Senior Vice President
Education:
Loyola University Chicago 2006 - 2011
Bachelors, Bachelor of Business Administration, Finance
University of Melbourne 2008
Brother Rice High School 2002 - 2006
University of Melbourne 1986 - 1999
Skills:
Retirement Planning Investments Mutual Funds Alternative Investments Securities Financial Analysis Investment Strategies Leadership Iras Stocks Social Media Etfs Education Funding and 529 College Savings Plans 401 Plans Life and Health Insurance Insurance Powerpoint