Resumes
Resumes
Certified Financial Planner , Practitioner
View pageLocation:
Middletown, OH
Industry:
Financial Services
Work:
Rothermel Financial Services
Certified Financial Planner , Practitioner
Liberty Capital Investment Corporation Dec 2010 - Jun 2012
Certified Financial Planner , Practitioner
Ameriprise Financial Services, Inc. Mar 2002 - Dec 2010
Financial Advisor
Certified Financial Planner , Practitioner
Liberty Capital Investment Corporation Dec 2010 - Jun 2012
Certified Financial Planner , Practitioner
Ameriprise Financial Services, Inc. Mar 2002 - Dec 2010
Financial Advisor
Education:
University of Dayton 1993 - 1998
Bachelors, Bachelor of Science, Accounting Bishop Fenwick High School
Bachelors, Bachelor of Science, Accounting Bishop Fenwick High School
Skills:
Strategic Financial Planning
Retirement Planning
Investment Strategies
Retirement
Investments
Securities
Financial Services
Finance
Certified Financial Planner
Wealth Management
Mutual Funds
Financial Analysis
Series 7
College Education Planning
Social Security
Retirement Planning
Investment Strategies
Retirement
Investments
Securities
Financial Services
Finance
Certified Financial Planner
Wealth Management
Mutual Funds
Financial Analysis
Series 7
College Education Planning
Social Security