Experience

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  Franklin templeton investments

  Oct 1997 - Aug 2000

  Customer service associate

  Provided assistance to top-producing advisors with shareholder requests - transactions and marketing and fund information.

• 

  First tech federal credit union

  Jan 2001 - May 2016

  Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less

  • Client Engagement Specialist II - Investment Services Division, Addison Avenue Investment Services

    Dec 2009 - May 2016

  • Financial Assistant at Addison Avenue Investment Services

    Jan 2001 - Nov 2009
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  Newport group

  May 2016 - now

  Relationship manager