
Timeline
About me
Vice President at Fidelity Investments
Education
Boston university
2009 - 2010Certificate financial planningCertificate in Financial Planning
Carleton college
1994 - 1998Bachelor of arts (ba) economicsActivities and Societies: Varsity Football, Varsity Track, Newspaper Economics major.
Experience
Transamerica financial advisors, inc.
Aug 2006 - Jun 2010Registered representativeFinancial Services, Retirement Plans
Fidelity investments
Jul 2010 - nowVice presidentFinancial Consultant, Financial Planning and Investment Services, Certified Financial Planner TM Practitioner
Licenses & Certifications
- View certificate
Certified financial planner
Cfp board
Volunteer Experience
Coaching
Issued by Blue Valley RecreationAssociated with Michael Lewis
Commissioner
Issued by Blue Valley Recreation on Jul 2018Associated with Michael Lewis
Languages
- enEnglish
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