Wealth Enhancement Group
Senior Suitability Review Analyst
Manley Brothers Moving & Storage, Llc Oct 2015 - Dec 2016
Owner and Director of Operations
Counsel Wealth Management, Inc. Sep 2014 - May 2016
Wealth Advisor
Counsel Wealth Management, Inc. Feb 2002 - May 2016
Client Service Administrator
Education:
Anoka - Ramsey Community College
Skills:
Customer Service New Business Development Event Planning Strategic Planning Microsoft Office Team Building Leadership Nonprofits Management Sales Training Telecommunications Microsoft Excel Social Media Trading Series 7 Series 66 Life and Health Insurance Licenses Series 6 Series 63 Finra Compliance Marketing Estate Planning Wealth Management Series 24