Experience

Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• Compliance Manager, Ad Review

  • Aug 2019 - Present

  14600 Branch St. Omaha, NE 68154 Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.



Carson Partners

• Compliance Analyst

  • May 2018 - Aug 2019

  Omaha, Nebraska



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Regulatory Response Analyst

  • Jan 2017 - Apr 2018

• Sr. Licensing & Registrstion Representative

  • Feb 2007 - Jan 2017

  Omaha, Nebraska

• Mutual Fund Clearing Analyst

  • Feb 2005 - Feb 2007

• Special Products Representative

  • Feb 2001 - Feb 2005

  Omaha, Nebraska



Medexpress

• Part Time Medical Equipment Delivery Driver

  • 2005 - 2007



State Farm

• United States
• Insurance
• 700 & Above Employee

• Licensed Insurance Representative

  • Apr 2000 - Feb 2001

  Greater Omaha Area



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Premier Broker

  • Feb 1998 - Apr 2000

  Omaha, Nebraska



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Weather Journeyman

  • Feb 1994 - Feb 1998

  Offutt