Location:
1401 Beville Rd, Daytona Beach, FL 32119
Industry:
Financial Services
Work:
Halifax Chamber of Commerce 2009 - 2010
Member
Ameriprise Financial Services, Inc. 2009 - 2010
Financial Advisor, Associate Vice President
Wells Fargo Sep 2000 - Jul 2004
Vice President Investments
Morgan Stanley Sep 1990 - Sep 2000
Vice President
Education:
Rutgers University 1971 - 1972
Union College (Ky) 1967 - 1970
Skills:
Estate Planning
Series 63
Financial Advisory
Powerpoint
Lines of Credit
Public Speaking
Fixed Annuities
Saving For Education
Insurance
Retirement Planning
Sales
Financial Planning
Portfolio Management
Iras
Investments
Team Leadership
Finance
401K
Strategic Planning
Investment Advisory
Roth Ira
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Uniform Combined State Law
Microsoft Office
Strategic Financial Planning
Microsoft Word
Investment Strategies
Marketing
Social Networking
Financial Goals
Wealth Accumulation
Event Management
Microsoft Excel
New Business Development
Customer Service
Financial Analysis
Long Term Care Insurance
Uniform Combined State
Series 24
Small Business
Strategic Financial
Research
Retirement
Series 7
Securities
Interests:
Pilates
Yoga
Weight Training
Spinning
Church Activities
Salvation Army
March of Dimes
P9Dx
