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Work Background
Senior Director Wealth Management
TIAASenior Director Wealth Management
Nov. 2020 - Mar. 2025
Financial Consulting Manager
TIAAFinancial Consulting Manager
Feb. 2014 - Nov. 2020Greater Denver Area• Led Financial Consulting team in Rocky Mountain region, providing on-campus education and advice to institutions served by TIAA in a 5-state area. • Developed strategic financial plans tailored to each institution's needs, ensuring financial stability and growth. • Implemented innovative financial solutions to optimize institutions' financial resources and maximize returns.
Wealth Management Leader
TIAAWealth Management Leader
Feb. 2007 - Mar. 2025
Wealth Management Advisor
TIAAWealth Management Advisor
Feb. 2006 - Feb. 2014Greater Denver Area
Sr. Financial Consultant
U.S. BankSr. Financial Consultant
Feb. 2004 - Feb. 2006Greater Denver Area
Financial Advisor
Morgan StanleyFinancial Advisor
Aug. 2002 - Feb. 2004Greater Denver Area
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