Chief Investment Officer
401 Financial
• www.linkedin.com/company/401financial
Jun 2022 - Present
Financial Planning Strategist
Onramp Invest
• www.linkedin.com/company/securitizeforadvisors
• Full-time
Oct 2021 - May 2022
Financial Planner
Roell Capital Management, LLC
• www.linkedin.com/company/roell-capital-management-llc
• Full-time
Feb 2020 - Oct 2021
Milwaukee, Wisconsin, United States
Hedge Fund Accountant
U.S. Bank
• www.linkedin.com/company/us-bank
Apr 2019 - Feb 2020
Milwaukee, Wisconsin
Senior Fund Accountant
Principal Financial Group
• www.linkedin.com/company/principalfinancialgroup
Sep 2016 - Apr 2019
Des Moines, Iowa
Fund Accountant
Principal Financial Group
• www.linkedin.com/company/principalfinancialgroup
Aug 2015 - Sep 2016
Des Moines, Iowa Area
Chief Investment Officer at 401 Financial
401financial.co
loom.ly
principal.com
usbank.com
