J.P. Morgan - Wisconsin since Aug 2011
Investment Professional, Private Bank / Private Wealth Management
J.P. Morgan - Wisconsin Dec 2007 - Aug 2011
Sales Investment Assistant, Private Wealth Management
Wells Fargo Bank Aug 2006 - Dec 2007
Personal Banker & Officer
Wells Fargo Advantage Funds - Menomonee Falls, Wisconsin Jun 2005 - Aug 2006
Financial Sales Specialist, Investor Services
Assurant Health - Milwaukee, Wisconsin Nov 2004 - Jun 2005
Customer Service Supervisor
Education:
University of Phoenix 2003 - 2004
Master of Business Administration (M.B.A.)
Cardinal Stritch University 1998 - 2001
Bachelor of Business Administration
Milwaukee Area Technical College 1994 - 1997
Associate of Banking and Financial Services
Skills:
Banking Sales Wealth Management Leadership Loans Team Building Customer Service Portfolio Management Credit Private Equity Finance Financial Services Consumer Lending Retail Banking Investing High Net Worth Individuals Proactive Self Starter Options Municipal Bonds Corporate Bonds Derivatives Trading Manufacturing Customer Focused Compliance Procedures Financial Sales Hiring Employees Management Workstation S&P Microsoft Excel