Resumes
Resumes

First Vice President, Investments - Certified Financial Plannerâ
View pageLocation:
6440 Little Creek Rd, Rochester Hills, MI 48306
Industry:
Financial Services
Work:
Ubs Oct 1999 - Mar 2009
Vice President, Investments - Certified Financial Plannerâ
Raymond James Oct 1999 - Mar 2009
First Vice President, Investments - Certified Financial Plannerâ
Vice President, Investments - Certified Financial Plannerâ
Raymond James Oct 1999 - Mar 2009
First Vice President, Investments - Certified Financial Plannerâ
Education:
Depaul University 1992 - 1993
Master of Business Administration, Masters, Finance Michigan State University 1988 - 1992
Bachelors, Bachelor of Arts, Finance
Master of Business Administration, Masters, Finance Michigan State University 1988 - 1992
Bachelors, Bachelor of Arts, Finance
Skills:
Financial Planning
Portfolio Management
Investment Advisory
Series 7
Series 63
Mutual Funds
Investments
Financial Advisory
Securities
Asset Allocation
Finance
Retirement Planning
Wealth Management
Portfolio Management
Investment Advisory
Series 7
Series 63
Mutual Funds
Investments
Financial Advisory
Securities
Asset Allocation
Finance
Retirement Planning
Wealth Management