Resumes
Resumes
Manager - Client Services
View pageLocation:
7582 south Duquesne Way, Aurora, CO 80016
Industry:
Financial Services
Work:
Great-West Life since Nov 2009
Retirement Plan Specialist
Dish Network Apr 2009 - Nov 2009
Master Coach
OppenheimerFunds 2006 - 2009
Supervisor - TA Processing Department
Columbia Management 1999 - 2005
Sr. Team Manager - Retirement Plans Services
Columbia Management 1997 - 1999
Team Manager - Dealer Services
Retirement Plan Specialist
Dish Network Apr 2009 - Nov 2009
Master Coach
OppenheimerFunds 2006 - 2009
Supervisor - TA Processing Department
Columbia Management 1999 - 2005
Sr. Team Manager - Retirement Plans Services
Columbia Management 1997 - 1999
Team Manager - Dealer Services
Education:
Metropolitan State College of Denver
B.S., Business Management
B.S., Business Management
Skills:
Qualified Retirement Plans
Iras
Relationship Management
Mutual Funds
Customer Service
Coaching
Performance Management
Operations Management
Supervisory Skills
401K
Financial Services
Retirement
Training
Analysis
Leadership
Management
Investments
Series 6
Series 63
Call Centers
Retirement Planning
Business Relationship Management
Analytical Skills
Iras
Relationship Management
Mutual Funds
Customer Service
Coaching
Performance Management
Operations Management
Supervisory Skills
401K
Financial Services
Retirement
Training
Analysis
Leadership
Management
Investments
Series 6
Series 63
Call Centers
Retirement Planning
Business Relationship Management
Analytical Skills
Certifications:
Series 6, 26 and 63 Licenses
Retirement Plan Fundamentals (Rpf)
Series 6, 63 and 26 Licenses
Retirement Plan Fundamentals (Rpf)
Series 6, 63 and 26 Licenses