Resumes
Resumes
Key Account Manager
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Transamerica - Greater Denver Area since Jan 2012
Internal Wholesaler
Hilliard Lyons - Louisville, KY Feb 2010 - Dec 2011
Public Finance Associate
John Hancock Life Insurance Company (U.S.A.) - Boston, MA May 2008 - Apr 2009
Internal Wholesaler
Huntington Investment Company - Muskegon, MI Apr 2007 - May 2008
Account Relationship Associate
Huntington National Bank - Muskegon, MI Jun 2004 - Sep 2006
Customer Service Representative
Internal Wholesaler
Hilliard Lyons - Louisville, KY Feb 2010 - Dec 2011
Public Finance Associate
John Hancock Life Insurance Company (U.S.A.) - Boston, MA May 2008 - Apr 2009
Internal Wholesaler
Huntington Investment Company - Muskegon, MI Apr 2007 - May 2008
Account Relationship Associate
Huntington National Bank - Muskegon, MI Jun 2004 - Sep 2006
Customer Service Representative
Education:
Southern New Hampshire University 2013 - 2015
Master of Business Administration (MBA), Finance University of Michigan 2003 - 2007
of LSA, Economics
Master of Business Administration (MBA), Finance University of Michigan 2003 - 2007
of LSA, Economics
Skills:
Investments
Banking
Series 7
Series 63
Insurance
Securities
Fixed Annuities
Retirement Planning
Structured Products
Unit Investment Trusts
Variable Annuities
Microsoft Office
Sales
Research
Retail
Financial Analysis
Asset Managment
Credit
Risk Management
Reit
Finance
Banking
Series 7
Series 63
Insurance
Securities
Fixed Annuities
Retirement Planning
Structured Products
Unit Investment Trusts
Variable Annuities
Microsoft Office
Sales
Research
Retail
Financial Analysis
Asset Managment
Credit
Risk Management
Reit
Finance
Interests:
Animal Welfare
Education
Economic Empowerment
Education
Economic Empowerment
Certifications:
Finra Series 7
Finra Series 66
Ohio Insurance License
Illinois State Insurance License
Washington State Insurance License
Finra Series 66
Ohio Insurance License
Illinois State Insurance License
Washington State Insurance License