Resumes
Resumes
Client Manager
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
Mosaic Advisors
Client Manager
Ameriprise Financial Services, Inc. Apr 2018 - Sep 2018
Client Specialist
Ameriprise Financial Services, Inc. Aug 2012 - Sep 2017
Trading Paraplanner at Ameriprise Financial Services, Inc
Invesco Us Aug 2010 - Jan 2012
Internal Retirement Sales Consultant
Aim Investments Invesco Aim Invesco Jun 2005 - Jul 2010
Technical Retirement Specialist and Chairman's Council Representative
Client Manager
Ameriprise Financial Services, Inc. Apr 2018 - Sep 2018
Client Specialist
Ameriprise Financial Services, Inc. Aug 2012 - Sep 2017
Trading Paraplanner at Ameriprise Financial Services, Inc
Invesco Us Aug 2010 - Jan 2012
Internal Retirement Sales Consultant
Aim Investments Invesco Aim Invesco Jun 2005 - Jul 2010
Technical Retirement Specialist and Chairman's Council Representative
Education:
The University of Texas at Austin 1991 - 1997
Bachelors, Bachelor of Arts, Sociology The University of Texas at 1991 - 1997
Bachelors, Bachelor of Arts, Sociology Klein Forest High School 1987 - 1991
Bachelors, Bachelor of Arts, Sociology The University of Texas at 1991 - 1997
Bachelors, Bachelor of Arts, Sociology Klein Forest High School 1987 - 1991
Skills:
Investments
Mutual Funds
Retirement
Retirement Planning
Finra
Series 7
Series 6
Asset Allocation
401K
Financial Services
Uniform Combined State Law
Investment Strategies
Life Insurance
Wealth Management
Securities
Trading
Alternative Investments
Inside Sales
Hold Series 7
Series 66
Investment Sales
Mutual Funds
Retirement
Retirement Planning
Finra
Series 7
Series 6
Asset Allocation
401K
Financial Services
Uniform Combined State Law
Investment Strategies
Life Insurance
Wealth Management
Securities
Trading
Alternative Investments
Inside Sales
Hold Series 7
Series 66
Investment Sales
Certifications:
Series 7 License
Series 66 License
Genral Lines- Lah & Hmo License
Series 66 License
Genral Lines- Lah & Hmo License