Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Regional Hybrid Investment Consultant
      • Jan 2022 - Present

      Steadfast practice support to financial advisors in the North East Territory (CT, MA, RI, ME, NH, VT)

    • Investment Consultant
      • Feb 2020 - Dec 2021

      Greater Minneapolis-St. Paul Area - Keeping advisor’s best interest at heart in their pursuit of knowledge and thoughtful conviction on investment strategies that meet their client’s financial goals across the East and Mid-North territories.

    • Financial Services
    • 1 - 100 Employee
    • SE Regional Sales Associate
      • Nov 2018 - Dec 2019

      Greater Minneapolis-St. Paul Area - Established and maintained collaborative relationships across the SE region.

    • Regional Sales Consultant
      • Aug 2017 - Nov 2018

      Greater Minneapolis-St. Paul Area - Provided nationwide support and consultation to financial professionals.

    • 1 - 100 Employee
    • Server
      • Aug 2012 - Jul 2017

      Roseville, MN - A unique blend of active listening and emotional intelligence to deliver an exceptional experience.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • Social Media Intern
      • Jan 2016 - Apr 2016

      Saint Paul, Minnesota - Liaison between university departments and social media platforms. - Utilized Microsoft office suite to sort through data analytics.

Education

  • Metropolitan State University
    Bachelor’s Degree, Business Administration and Management, General
    2015 - 2017
  • Century College
    Associate of Arts (A.A.), 3.65

Community

You need to have a working account to view this content. Click here to join now