Resumes
Resumes

Investment Advisor Representative
View pageLocation:
4600 south Syracuse St, Denver, CO 80237
Industry:
Financial Services
Work:
Transamerica Financial Advisors, Inc.
Investment Advisor Representative
Transamerica Aug 2016 - Sep 2018
Regional Life Insurance Specialist
Transamerica Jan 2005 - Jul 2016
Internal Wholesaler
Transamerica Dec 2008 - May 2010
Regional Sales Representative
Transamerica Jan 2005 - Dec 2008
Senior Internal Wholesaler
Investment Advisor Representative
Transamerica Aug 2016 - Sep 2018
Regional Life Insurance Specialist
Transamerica Jan 2005 - Jul 2016
Internal Wholesaler
Transamerica Dec 2008 - May 2010
Regional Sales Representative
Transamerica Jan 2005 - Dec 2008
Senior Internal Wholesaler
Education:
Fort Lewis College 1986 - 1991
Bachelors, Bachelor of Arts, English, Communications
Bachelors, Bachelor of Arts, English, Communications
Skills:
Mutual Funds
Series 63
Investments
Series 7
Series 6
Financial Services
Retirement
Sales
Retirement Planning
Life Insurance
Asset Allocation
Fixed Annuities
Variable Annuities
Finance
Leadership
Life and Health
Long Term Care Insurance
Series 63
Investments
Series 7
Series 6
Financial Services
Retirement
Sales
Retirement Planning
Life Insurance
Asset Allocation
Fixed Annuities
Variable Annuities
Finance
Leadership
Life and Health
Long Term Care Insurance
Certifications:
Series 6
Series 7
Series 63
Life Insurance
Health Insurance
Long Term Care Insurance
Series 66
Series 7
Series 63
Life Insurance
Health Insurance
Long Term Care Insurance
Series 66