Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Paducah, KY |
August 1998 - Present |
Invest Financial Corporation |
Invest Manager |
April 1984 - August 1998 |
Accomplishments
- 2002 Top 25 Most Influential Women of Western Kentucky - Lourdes Medical Pavilion
- Named Outstanding Bank Representative 1994 by Bank Representative Magazine
Education
- CERTIFIED FINANCIAL PLANNER (CFP®)
- MBA, Graduate Degree in Business Administration, Murray State University
- Outstanding Senior in Economics, Murray State University
- Bachelor Degree in Economics, Murray State University
Licenses
- Series 7, General Securities Representative
- Series 24, General Securities Principal
- Series 63, Uniform Securities State Agent
- Life and Health Insurance licenses
Personal & Community
- Treasurer, St. Paul Lutheran Church, Paducah Kentucky
- Member, Rotary Club of Paducah, Kentucky
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, NJ, NY, OH, OK, RI, SC, TN, TX, UT, VA, VT, WA, WI