Franklin Templeton Investments
Internal Advisor Consultant
American Equity Mortgage Apr 2018 - Oct 2018
Mortgage Professional
Regions Bank Apr 2016 - Jul 2017
Financial Advisor
Jackson Mar 2007 - Feb 2015
Regional Vice President
Education:
Oakland University 1995 - 1999
Bachelors, Finance
Skills:
Investments Insurance Retirement Planning Leadership Financial Services Mutual Funds Asset Allocation Series 7 Alternative Investments Fixed Annuities Series 63 Variable Annuities Retirement Series 6 Wealth Management
Certifications:
Series 7 and 63 0215 Life, Health, and Variable Contracts License