Resumes
Resumes

Senior Vice President Financial Advisor, Crcâ
View pageLocation:
6 Paddock Dr, Lincoln, RI 02865
Industry:
Financial Services
Work:
Bank of America Jan 2000 - Nov 2006
Vice Presicent - Financial Consultant
Citizens Investment Services Jan 2000 - Nov 2006
Senior Vice President Financial Advisor, Crcâ
Vice Presicent - Financial Consultant
Citizens Investment Services Jan 2000 - Nov 2006
Senior Vice President Financial Advisor, Crcâ
Education:
Rhode Island College
Skills:
Series 7
Series 63
Series 65
Life Insurance
401K
Asset Allocation
Wealth Management
Retirement
Financial Services
Mutual Funds
Certified Financial Planner
Investments
401K Rollovers
Alternative Investments
Banking
Financial Advisory
Investment Management
Retirement Planning
Fixed Annuities
Investment Strategies
Risk Management
Investment Advisory
Bonds
Uniform Combined State Law
Series 24
Series 6
Financial Planning
Series 63
Series 65
Life Insurance
401K
Asset Allocation
Wealth Management
Retirement
Financial Services
Mutual Funds
Certified Financial Planner
Investments
401K Rollovers
Alternative Investments
Banking
Financial Advisory
Investment Management
Retirement Planning
Fixed Annuities
Investment Strategies
Risk Management
Investment Advisory
Bonds
Uniform Combined State Law
Series 24
Series 6
Financial Planning
Certifications:
Crc®