Experience

CUNA Mutual Group Annuities

• United States
• Insurance
• 1 - 100 Employee

• External Wholesaler

  • May 2022 - Present

  Colorado and Utah -Territory Covering Independent Broker Dealers and Financial Institutions in both the great states of Utah and Colorado -Responsible for all annuity products. Variable, Fixed, and Registered Index Linked (RILA).

• Sales Desk Manager

  • Jan 2021 - May 2022



Transamerica Financial Solutions

• Financial Services
• 1 - 100 Employee

• VP Sales Desk

  • Oct 2016 - Nov 2020

  Denver, Colorado Established roles and responsibilities for both Mutual Fund and Variable Annuity Internal Sales. Oversaw the development of 80 licensed sales professionals.



Provasi Capital Partners

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Internal Sales

  • Jul 2015 - Oct 2016

  Dallas/Fort Worth Area Coordinates the efforts of a team of internal associate vice presidents who support the company’s 15-region external wholesaling platform.



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• AVP

  • Aug 2000 - Jun 2015

  Denver, Colorado