Resumes
Resumes

Client Relationship Consultant At Tiaa-Cref
View pagePosition:
Client Relationship Consultant at TIAA-CREF
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work:
TIAA-CREF - Charlotte, North Carolina Area since May 2006
Client Relationship Consultant
Wachovia Securities, LLC Aug 2002 - May 2006
Investment Representative
Independent Broker Network, LLC. May 1999 - Jul 2002
Registered Rep / V.P. Business Development
Client Relationship Consultant
Wachovia Securities, LLC Aug 2002 - May 2006
Investment Representative
Independent Broker Network, LLC. May 1999 - Jul 2002
Registered Rep / V.P. Business Development
Education:
University of South Carolina - The Moore School of Business 2010 - 2012
MBA, International Business Le Moyne College 1995 - 1999
B.S., Business Administration Le Moyne College
MBA, International Business Le Moyne College 1995 - 1999
B.S., Business Administration Le Moyne College

Senior Individual Investment Analyst
View pageLocation:
Charlotte, NC
Industry:
Financial Services
Work:
Tiaa
Senior Individual Investment Analyst
Tiaa May 2006 - Mar 2014
Client Relationship Consultant and Associate Wealth Management Advisor
Wells Fargo Aug 2002 - May 2006
Investment Representative
Senior Individual Investment Analyst
Tiaa May 2006 - Mar 2014
Client Relationship Consultant and Associate Wealth Management Advisor
Wells Fargo Aug 2002 - May 2006
Investment Representative
Education:
Darla Moore School of Business 2010 - 2012
Master of Business Administration, Masters, International Business Le Moyne College 1995 - 1999
Bachelors, Bachelor of Science, Business Administration, Business University of South Carolina - the Moore School of Business
Master of Business Administration, Masters, International Business Le Moyne College 1995 - 1999
Bachelors, Bachelor of Science, Business Administration, Business University of South Carolina - the Moore School of Business
Interests:
Animal Welfare
Certifications:
Series 7
Series 63
Series 66
License Wn96Tyrwdjws
Business Metrics For Data-Driven Companies
Financial Industry Regulatory Authority (Finra)
Coursera Course Certificates, License Wn96Tyrwdjws
Series 63
Series 66
License Wn96Tyrwdjws
Business Metrics For Data-Driven Companies
Financial Industry Regulatory Authority (Finra)
Coursera Course Certificates, License Wn96Tyrwdjws