Resumes
Resumes
Financial Advisor
View pageLocation:
6120 Black Mesa Rd, Frederick, CO
Industry:
Financial Services
Work:
First National Bank of Colorado
Financial Advisor
First National Bank of Omaha Raymond James Aug 2017 - May 2018
Financial Advisor
Raymond James Aug 2017 - May 2018
Financial Advisor
Bancwest Corporation Aug 2016 - Aug 2017
Financial Advisor
Td Ameritrade Jan 2015 - Aug 2016
Investment Consultant
Financial Advisor
First National Bank of Omaha Raymond James Aug 2017 - May 2018
Financial Advisor
Raymond James Aug 2017 - May 2018
Financial Advisor
Bancwest Corporation Aug 2016 - Aug 2017
Financial Advisor
Td Ameritrade Jan 2015 - Aug 2016
Investment Consultant
Education:
University of Nebraska–Lincoln Alumn 2010
University of Nebraska - Lincoln 2005 - 2010
Bachelors, Marketing
University of Nebraska - Lincoln 2005 - 2010
Bachelors, Marketing
Skills:
Estate Planning
Insurance
Wealth Management
Series 7
Asset Allocation
Investments
Strategic Financial Planning
Tax Advantaged Investment Strategies
Financial Advisory
Uniform Combined State Law
Retirement
Insurance
Wealth Management
Series 7
Asset Allocation
Investments
Strategic Financial Planning
Tax Advantaged Investment Strategies
Financial Advisory
Uniform Combined State Law
Retirement
Interests:
The Nebraska State Match Play
Languages:
English