Resumes
Resumes
Financial Representative, Principal Securities Registered Rep., Investment Advisor Representative
View pageLocation:
Omaha, NE
Industry:
Financial Services
Work:
Principal Financial Group since Oct 2010
Investment Adviser Representative & Princor Registered Representative
BKD, LLP Sep 2008 - Sep 2010
Tax Accountant
Investment Adviser Representative & Princor Registered Representative
BKD, LLP Sep 2008 - Sep 2010
Tax Accountant
Education:
Nebraska Wesleyan University 2004 - 2008
B.S., Accounting Elkhorn High School
B.S., Accounting Elkhorn High School
Skills:
Disability Income Insurance
Financial Needs Analysis
Life Insurance
Iras
Business Continuation Strategies
Buy Sell Agreements
Buy Sell Review
Charitable Giving
Deferred Compensation Plans
Estate Planning
Executive Benefits Strategies
Income Protection
Mutual Funds
Informal Business Valuation
Key Person Insurance
Long Term Care Insurance
Pension Plans
Salary Continuation
Split Dollar Plans
Supplemental Retirement Income
Survivor Income
Tax Deferred Savings
Term Life Insurance
Universal Life Insurance
Wealth Accumulation
401K
Retirement Planning
529 Plans
Roth Iras
Sep
Current Policy Review
Series 7
Series 66
Financial Needs Analysis
Life Insurance
Iras
Business Continuation Strategies
Buy Sell Agreements
Buy Sell Review
Charitable Giving
Deferred Compensation Plans
Estate Planning
Executive Benefits Strategies
Income Protection
Mutual Funds
Informal Business Valuation
Key Person Insurance
Long Term Care Insurance
Pension Plans
Salary Continuation
Split Dollar Plans
Supplemental Retirement Income
Survivor Income
Tax Deferred Savings
Term Life Insurance
Universal Life Insurance
Wealth Accumulation
401K
Retirement Planning
529 Plans
Roth Iras
Sep
Current Policy Review
Series 7
Series 66
Awards:
New Associate of the Year
Principal Financial Group - Mountain Plains Business Center
Pace Setter and Century Club Member
Principal Financial Group
These sales awards are given for outstanding level of sales and sevice to new associates.
Principal Financial Group - Mountain Plains Business Center
Pace Setter and Century Club Member
Principal Financial Group
These sales awards are given for outstanding level of sales and sevice to new associates.
Certifications:
Life and Health Insurance Licenses
Series 7 and 66 Securities Licenses
Certified Public Accountant
Series 7 and 66 Securities Licenses
Certified Public Accountant
Investment Advisor
View pageLocation:
Omaha, NE
Industry:
Financial Services
Work:
Principal Financial Group
Investment Advisor
Investment Advisor
Investment Adviser At Principal Financial Group
View pagePosition:
Investment Adviser at Principal Financial Group
Location:
Greater Omaha Area
Industry:
Financial Services
Work:
Principal Financial Group
Investment Adviser
Investment Adviser