Oppenheimer Asset Management
Director-Financial Planning
Oppenheimer Asset Management Jan 2017 - Jul 2019
Director-Sales and Marketing
Oppenheimer Asset Management Feb 2016 - Jan 2017
Associate Director-Sales and Marketing
Bank of America Merrill Lynch Aug 2015 - Jan 2016
Advisor
Bernstein Private Wealth Management Jun 2014 - Aug 2015
Associate
Education:
University of Colorado Boulder 2006 - 2010
Bachelors, Bachelor of Business Administration, Finance
Certifications:
Series 7 Series 63 Series 65 Certified Financial Planner (Cfp)