Professional Financial Planning and Investment Management Experience

• Over 17 years of experience in financial services industry.

Career History

• Bedel Financial Consultants, Inc., Operations Specialist.
• American Funds Distributors, Inc., Marketing SupportRepresentative.
• American Funds Distributors, Inc., Administrative Assistant.
• First American Title Insurance Company, Project Specialist.
• IBM Corporation, Executive Secretary supporting General Manager for the Midwestern Region.
• Arthur Young Management Consultants, Consultancy Administrator.
• Schroder Life & Hambro Life, Sales Support Administrator.

Education

• Attended Gable Hall School, Stanford-le-Hope, Essex, England – studied Business Administration