Industry:
Financial Services
Work:
Peak Asset Management, Llc, Colorado
Ccertified Financial Planner, Ea , Portfolio Manager
Ace Investing Services Mar 2012 - Sep 2015
Financial Advisor
Bcy Financial Services 2008 - 2010
President and Financial Advisor
United Airlines 1995 - 2007
Various Manager and Account Manager Positions
Investacorp, Inc. 1993 - 1994
Registered Representative
Education:
National Tax Training School 2011 - 2011
College of Financial Planning 2008 - 2010
Skills:
Financial Planning
Finance
Financial Services
Series 7
Life Insurance
Management
Health Insurance
Investments
Insurance
Portfolio Management
Certifications:
Certifiied Financial Planner
Enrolled Agent
License 155202
License 103399-Ea
Cfp Board, License 155202
Internal Revenue Service, License 103399-Ea
