Portico Benefit Services
Senior Financal Planner
Portico Benefit Services
Manager Retirment Plan Specialists, Member Engagement
Ameriprise Financial Services, Inc. 2009 - 2012
Manager Insurance and Annuity Asset Retention Team
Ameriprise Financial Services, Inc. 2007 - 2009
Senior Insurance and Annuity Asset Retention Specialist
American Express Financial Advisors 2004 - 2007
Insurance and Annuity Asset Retention Specialist
Education:
Minnesota State University, Mankato 2016 - 2018
University of Iowa
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Skills:
Mutual Funds Crpc Series 24 Registered Principle Series 7 General Securities Registered Representative Series 66 Uniform Investment Advisor Six Sigma Green Belt Cfp