Resumes
Resumes
National Sales Executive At Innovis
View pagePosition:
National Sales Executive at Innovis
Location:
Columbus, Ohio
Industry:
Financial Services
Work:
Innovis since Jan 2013
National Sales Executive
Innovis - Alabama/ Mississippi Sep 2012 - Jan 2013
Regional Account Executive
Grinkmeyer and Leonard Wealth Management Feb 2009 - Sep 2012
Retirement Plan Specialist, Wealth Advisor
Commonwealth Financial Network Feb 2009 - Sep 2012
Investment Adviser Representative
Merrill Lynch Sep 2007 - Dec 2008
Financial Advisor
National Sales Executive
Innovis - Alabama/ Mississippi Sep 2012 - Jan 2013
Regional Account Executive
Grinkmeyer and Leonard Wealth Management Feb 2009 - Sep 2012
Retirement Plan Specialist, Wealth Advisor
Commonwealth Financial Network Feb 2009 - Sep 2012
Investment Adviser Representative
Merrill Lynch Sep 2007 - Dec 2008
Financial Advisor
Education:
University of Alabama at Birmingham 1994 - 1996
Masters University of Alabama 1989 - 1993
Bachelor's
Masters University of Alabama 1989 - 1993
Bachelor's
Skills:
Public Speaking
Retirement Plan Consulting
Educational Technology
Qualified Retirement Plans
Marketing Communications
Fiduciary Services
Investment Advisory
Strategic Financial Planning
RFP Generation
Benchmarking
Client Education
Helping Clients Succeed
Retirement Plan Consulting
Educational Technology
Qualified Retirement Plans
Marketing Communications
Fiduciary Services
Investment Advisory
Strategic Financial Planning
RFP Generation
Benchmarking
Client Education
Helping Clients Succeed
Interests:
My husband Chad and I live in Chelsea with our eight year old daughter Savannah and our Boxers, Bailey and Bo. My passions outside of God are spending time with my family, my career, fishing, Alabama football, hunting, scuba diving and traveling. I am very active in my neighborhood and community and attend a working womens small group at The Church at Brookhills and discipleship group at Wilsonville Baptist Church.
Honor & Awards:
Featured in the Birmingham Business Journal's "Finance on the Move" section in May 2007.
Title Officer And Examiner
View pageWork:
Title Officer and Examiner