Resumes
Resumes
Vice President
View pageLocation:
Boynton Beach, FL
Industry:
Financial Services
Work:
Benjamin F. Edwards & Co.
Vice President - Investments
Wells Fargo Advisors Feb 2007 - Sep 2014
First Vice President - Investments
A.g. Edwards & Sons, Inc. May 1990 - Feb 2007
Vice President - Investment Officer
Jb Hanauer & Associates 1989 - May 1990
Financial Consultant
Echange National Bank of Chicago 1988 - 1989
Assistant Fixed Income Trader
Vice President - Investments
Wells Fargo Advisors Feb 2007 - Sep 2014
First Vice President - Investments
A.g. Edwards & Sons, Inc. May 1990 - Feb 2007
Vice President - Investment Officer
Jb Hanauer & Associates 1989 - May 1990
Financial Consultant
Echange National Bank of Chicago 1988 - 1989
Assistant Fixed Income Trader
Education:
Florida Atlantic University 1980 - 1982
Nova Southeastern University 1977 - 1978
Cooper City High School 1973 - 1977
College For Financial Planning
Nova Southeastern University 1977 - 1978
Cooper City High School 1973 - 1977
College For Financial Planning
Skills:
Finance
Retirement Planning
Wealth Management
Investments
Financial Planning
Mutual Funds
Series 7
Portfolio Management
Investment Advisory
Financial Advisory
Philanthropy
Public Speaking
Retirement Planning
Wealth Management
Investments
Financial Planning
Mutual Funds
Series 7
Portfolio Management
Investment Advisory
Financial Advisory
Philanthropy
Public Speaking
Interests:
Children
Economic Empowerment
Education
Environment
Science and Technology
Animal Welfare
Arts and Culture
Health
Economic Empowerment
Education
Environment
Science and Technology
Animal Welfare
Arts and Culture
Health
Certifications:
Certified Financial Planner (Tm)
Series 7 License
Life/ Health & Variable Annuity Licensed
Series 63
Life/ Health & Variable Annuity Licensed
Cfp Board
Financial Industry Regulatory Authority (Finra)
Florida Department of Insurance
Series 7 License
Life/ Health & Variable Annuity Licensed
Series 63
Life/ Health & Variable Annuity Licensed
Cfp Board
Financial Industry Regulatory Authority (Finra)
Florida Department of Insurance
Financial Advisor
View pageLocation:
Lake Worth, FL
Industry:
Financial Services
Work:
Financial Advisor