Charles Schwab Jul 2015 - Feb 2018
Associate Financial Consultant
Charles Schwab Jul 2015 - Feb 2018
Vice President - Financial Consultant
Profit Plus Business Solutions Jan 2015 - Jul 2015
Accounting Intern
Jos. A. Bank Clothiers Jul 2014 - Jul 2015
Sales Executive
Odyssey. May 2012 - May 2013
Sales Executive
Education:
The University of Kansas 2011 - 2015
Bachelors, Accounting, Finance
Shawnee Mission East High School 2007 - 2011
The University of Kansas 1995 - 1999
Bachelors
Skills:
401K Rollovers Small Business Retirement Plans Charitable Giving Titling and Beneficiary Designations Banking and Credit Management College Planning Executive Compensation Planning Mutual Funds Investments Strategy Asset Allocation