I am a hard working financial representative who is looking to expand my skill set in the banking and financial sector.
Highlights
LAH License
Fast Track Training
In progress of attaining Series 6 and 63 licensing
AFAA Personal Training Certification
CPR Certification
Susan B. Koman race volunteer
Training for half-ironman in July 13'
Experience
Financial Representative, 09/2012 - Current Sedgwick Claims Management Services, Inc. – Hilliard, OH,
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Implemented financial planning recommendations.
Personal Trainer, 04/2010 - 09/2012 University Of Colorado – Aurora, CO,
Responsible for the development, assessment, and implementation of a total fitness program for individual clients.
Ensure the safety of the members by checking equipment, assisting in the use of the various pieces of equipment and assessing the overall gym for safe and efficient operation.
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