Location:
6701 Westown Pkwy, West Des Moines, IA 50266
Industry:
Financial Services
Work:
Principal Financial Group Dec 2007 - Jan 2010
Producer Associate
Principal Financial Group Dec 2007 - Jan 2010
Senior Financial Representative, Principal Securities Registered Representative
Dec 2007 - Jan 2010
Senior Financial Representative
Education:
The American College of Financial Services 2015 - 2016
Central College 2004 - 2007
Bachelors, Marketing, Business Management, Finance
Dowling High School 2000 - 2004
Dowling Catholic High School
Skills:
Fixed Annuities
401K
403 B
Variable Annuities
Indexed Annuities
Buy Sell Agreements
College Funding Strategies
529 Plans
Disability Insurance
Executive Benefit Strategies
Financial Needs Analysis
Group Life
Informal Business Valuation
Iras
Key Person Insurance
Long Term Care Insurance
Life Insurance
Mutual Funds
Pension Plans
Retirement Planning
Retirement Plans
Roth Ira
Simple Ira
Survivor Income
Term Life Insurance
Traditional Ira
Retirement Account Review
Sep
Tax Deferred Savings
Interests:
Family
Anything Sports Related
Football
Any Types of Sports Activities
Baseball
New Sales Idea's
Golf
New Sales Ideas
