Resumes
Resumes
Relationship Manager
View pageLocation:
Sylvania, OH
Industry:
Financial Services
Work:
Securities America, Inc. Member FINRA/SIPC - Toledo, Ohio Area since Jul 2010
General Securities Principal (Series 24)
United Advisors / PlannerPartner since Jun 2009
Financial Planning Analyst / Compliance Officer
Northwestern Mutual Nov 2008 - Jun 2009
Financial Advisor
Fifth Third Bank Oct 2005 - Mar 2008
Portfolio Manager
American Express Financial Advisors Aug 2001 - Sep 2005
Financial Advisor
General Securities Principal (Series 24)
United Advisors / PlannerPartner since Jun 2009
Financial Planning Analyst / Compliance Officer
Northwestern Mutual Nov 2008 - Jun 2009
Financial Advisor
Fifth Third Bank Oct 2005 - Mar 2008
Portfolio Manager
American Express Financial Advisors Aug 2001 - Sep 2005
Financial Advisor
Education:
Case Western Reserve University - Weatherhead School of Management 1997 - 1999
MBA, Finance Schiller International University 1992 - 1993
Bachelor, Hotel Management Northern Arizona University 1991 - 1992
Bachelor of Business Administration (BBA), Hotel Management
MBA, Finance Schiller International University 1992 - 1993
Bachelor, Hotel Management Northern Arizona University 1991 - 1992
Bachelor of Business Administration (BBA), Hotel Management
Skills:
Series 7
Strategic Financial Planning
Wealth Management
Financial Analysis
Financial Services
Retirement Planning
Asset Allocation
Investments
Series 63
Investment Advisory
Mutual Funds
Securities
Investment Management
Series 65
Asset Managment
Risk Management
Series 24
Strategic Financial Planning
Wealth Management
Financial Analysis
Financial Services
Retirement Planning
Asset Allocation
Investments
Series 63
Investment Advisory
Mutual Funds
Securities
Investment Management
Series 65
Asset Managment
Risk Management
Series 24