Work experience

Work experience
2011 - 2014

Associate 2011-2014

Scottsdale, AZ Associate Delivered best in class service while marketing Vanguard investments and plans to prospects via phone or email Successfully orchestrated a high volume of investment transactions via telephone Serviced brokerage, retail, estate, and self-directed IRA transactions Client management excellence: Demonstrated strength in high touch and high volume relationship management. Recognized for excellence in personal time management, task oriented and a demonstrated ability to seek creative solutions to client needs and technical troubleshooting.
2008 - 2010

Substitute Teacher, K-12

Anchorage School District
Anchorage, AK Substitute Teacher, K-12 Established an evenhanded and ethical atmosphere for all students. Modeled versatility in methods of instruction and ability to adapt quickly. Promoted best performance in academic and social endeavors. Maintained cultural awareness regarding cultural diversity in class. PROFESSIONAL Member Financial Planning Association, Chapter of Greater Phoenix Series 7 and 63 Licensed Myers-Briggs: INFJ




Alaska Pacific University


University of Alaska