Professional
experience |
5/2004 – 5/2008 Investools, Inc., Draper UT (SWIM)
Product Specialist & Knowledgebase SME
- Created client & employee online knowledgebase (Project Leader)
- Taught these courses: Stocks, Options, Advanced Options, Advanced Technical, Active Investing, and Currencies (FX)
- Piloted WebEx (webinar) coaching presentations
- Instructed classes of 14 or more adult students at in-house facility
- Created customer service survey for Hotline Department
1/2001 – 1/2004 Fidelity Brokerage Services, LLC., SLC, UT
Registered Representative & Retirement Specialist
- Traded stocks, options, bonds, mutual funds and CD’s for clients
- Trained clients to place the above trades on the web
- Taught clients about retirement fundamentals and strategies
- Achieved 4th in the nation for sales campaign spring 2003
- Obtained and kept Series 7 and 63 licenses, CRD# 4346090
10/1997 – 1/2001 Express Law Legal Center, SLC, UT
Attorney’s Assistant
- Gathered estate details and transcribed to official legal documents
- Taught clients financial management principles
- Corresponded with US Trustee to resolve Confirmation issues
- Created and executed legal documents timely at US Federal Court
4/1997 – 10/1997 Wolf Creek Corp., Hunstville, UT
Sales Associate
- Sold $250k of recreational property (time shares) during employment
- Achieved highest sales status for April, June and July
4/1995 – 12/1998 Prolite Golf Bags, Inc., Brigham City, UT
Founder & CEO
- Spear-headed marketing efforts including press releases, advertising, direct sales to distributors and point of sale to retailers
- Researched patentability of new art, market trends, and competition
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