Highly skilled sales professional with 10 years of financial industry experience specializing in collaboration with RIA's. Experienced in building fixed income portfolios for institutional clients including banks, credit unions and non profit organizations as well as high net worth individuals, as well as institutional investment experience with School Districts, Hospitals, Credit Unions, Non-Profits IRS codes 401(a), 401(k), 403(b), 457 Government/Non-Government, Non-Qualified plans.
Member National Deans' List
Colorado Life Insurance License 2014
FINRA Series 7, 63, 66 (expired)
Companies Worked For:
Job Titles Held: