Disciplined Growth Investors
The Dgi Fund Ambassador
Ivey Awards 2014 - 2015
Advisory Committee Member
Disciplined Growth Investors 2014 - 2015
Marketing
Disciplined Growth Investors Jul 2009 - Jan 2012
Operations Analyst
Ameriprise Financial Services, Inc. May 2006 - Jul 2009
Marketing and Client Service
Education:
Unc Kenan - Flagler Business School 2013 - 2015
Master of Business Administration, Masters, Business Administration
Augsburg University 2005 - 2006
Bachelors, Political Science and Government, Political Science, History, Government
Augustana University (Sd) 2003 - 2005
Skills:
Mutual Funds Investments Financial Analysis Finance Asset Management Project Management Marketing Equities Projects Financial Services Trading Series 7 Product Development Asset Allocation Series 63 Investment Advisory
Interests:
Project Management Professional Interests Include Marketing Arts and Culture Financial Analysis
Certifications:
Series 7 Series 63 Aams Chartered Financial Analyst (Cfa)