Location:
10520 Crawford Farms Dr, Fort Worth, TX
Industry:
Financial Services
Work:
The University of Texas at Arlington - College of Business
Business Analytics Advisory Board Member
Td Ameritrade Institutional
Director, Strategic Planning and Analytics
Associated Bank Sep 2011 - May 2013
Vp, Associated Investment Services Contact Center Manager and Special Projects Leader
Thrivent Financial Sep 2008 - Mar 2011
Financial Advice Center Manager; Learning and Development Manager; Six Sigma Project Manager
Fidelity Investments Feb 2005 - Sep 2008
Investment Education Consultant
Education:
The Johns Hopkins University 2020 - 2021
University of North Texas 2019 - 2020
Master of Science, Masters
The Chicago School of Professional Psychology 2015 - 2018
Masters, Master of Arts, Economics
University of Michigan - Stephen M. Ross School of Business
Lawrence D. Bell High School
University of Wisconsin - Green Bay
Skills:
Team Building
Financial Services
Sales Management
Leadership
Investments
Coaching
Data Analysis
Training
Operations Management
Personal Financial Planning
Insurance
Banking
Strategic Thinking
Project Management
Consulting
Public Speaking
Series 7
Strategic Financial Planning
Strategic Planning
Tableau
Microsoft Excel
Budgets
Retirement Planning
Innovation
Dynamic Speaker
Lean Six Sigma
Talent Development and Training
Achieving Stretch Results
Visual Communication
Decisiveness
Salesforce.com
Certifications:
Lean Six Sigma Black Belt
Series 7
Series 24
Series 9
Series 10
Series 63
Series 65
Eagle Scout
Series 4
Tableau Certified Desktop Associate
