Location:
452 Lynnwood Dr, Anchorage, AK 99518
Industry:
Financial Services
Work:
Morgan Stanley - Anchorage, Alaska Area since Dec 2011
Senior Registered Associate
Edward Jones Aug 2009 - May 2011
Financial Advisor
Morgan Stanley Smith Barney May 2007 - Jun 2009
Client Service Associate
AlaskaUSA Federal Credit Union Aug 2005 - Feb 2007
Member Service Specialist
Fred Meyer Mar 2003 - Aug 2005
Customer Service Representative
Education:
University of Alaska Anchorage 2004 - 2009
BBA, Economics
University of Alaska Anchorage 2004 - 2008
BBA, Finance
Skills:
Portfolio Management
Financial Advisory
Investments
Finance
Economics
Customer Service
Strategy
Series 7
Retirement Planning
Mutual Funds
Analysis
Investment Management
Certifications:
2014 Level Ii Cfa Candidate