Experience

• 

  Epic

  Jun 2015 - Jul 2017

  • Financial Performance Analyst

    Sept 2016 - Jul 2017

  • Quality Assurance - Resolute Hospital Billing

    Jun 2015 - Aug 2016
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  Bmo harris financial advisors

  Jul 2017 - Mar 2021

  • Vice President - Investments, Financial Advisor

    Jun 2019 - Mar 2021

  • Investment Associate

    Jul 2017 - Jun 2019
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  Bmo investment services

  Mar 2021 - now

  BMO Investment Services is a brand name used by certain employees of BMO Harris Bank N.A. that provide advisory, brokerage, and insurance services offered through LPL Financial (LPL). Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. BMO Harris Bank N.A. and BMO Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BMO Investment Services, and may also be employees of BMO Harris Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Harris Bank N.A. or BMO Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Vice President - Investments, Senior Financial Advisor

    Dec 2021 - now

  • Vice President - Investments, Financial Advisor

    Mar 2021 - Dec 2021