An accomplished investment consultant and financial advisor with extensive experience working with individual clients, small and large businesses, and professional institutions. Also has a degree of experience in establishing small business retirement plans.
Exceptional sales skills
Strong problem-solving capabilities
Energetic and proactive
Excellent work ethic
Strong interpersonal skills
04/2014 to 06/2016
Trust AdvisorRegions Private Wealth – Waterloo, Iowa Responsible for developing and retaining trust and investment management clients. Including developing internal and external business networks for new business. Participating in sales presentations. Ensuring accurate and compliant administration of trust and estate accounts. Also coordinates with other wealth management partners, providing guidance on the maintenance of investment allocations, industry trends, and fiduciary principles.
04/2010 to 11/2013
Senior Trust AdvisorWells Forgo Private Wealth – Minneapolis, MN One of a team of 8 Trust Officers who maintained a book of Financial Advisor referred trust business.?
11/2002 to 03/2009
Trust and Financial AdvisorWells Fargo Private Wealth – Des Moines, IA Provided fiduciary services related to trusts, estates, guardianships, and individual asset management accounts.
04/1998 to 10/2002
First Vice President-InvestmentsRobert W. Baird – West Des Moines, IA A series 7 Financial Advisor who was awarded the title od First Vice President and achieved Robert W. Baird Stockholder status based on performance.
10/1989 to 03/1996
Financial ConsultantMerrill Lynch – Des Moines, IA Communicatedsound financial advice, developed investment portfolios, and provided a full range of investment products and services to meet the needs of clients.
Bachelor of Arts: Economics/Political Science The University of Iowa - Iowa City, Iowa