Resumes
Resumes
Wealth Management Advisor, Vice President
View pageLocation:
Charlotte, NC
Industry:
Financial Services
Work:
Merrill Lynch
Wealth Management Advisor, Vice President
Cook Maran & Associates Nov 2012 - Apr 2013
Senior Vice President Finance
Maran Corporate Risk Associates Mar 2003 - Oct 2012
Controller and Chief Financial Officer
Wealth Management Advisor, Vice President
Cook Maran & Associates Nov 2012 - Apr 2013
Senior Vice President Finance
Maran Corporate Risk Associates Mar 2003 - Oct 2012
Controller and Chief Financial Officer
Education:
Long Island University 1991 - 1993
Master of Business Administration, Masters, Finance State University of New York - System 1984 - 1988
Bachelors Suny Geneseo 1984 - 1988
Bachelors, Bachelor of Arts, Psychology Southampton Senior High School
Master of Business Administration, Masters, Finance State University of New York - System 1984 - 1988
Bachelors Suny Geneseo 1984 - 1988
Bachelors, Bachelor of Arts, Psychology Southampton Senior High School
Skills:
Investments
Insurance
Financial Reporting
Finance
Risk Management
Financial Risk
Commercial Insurance
Strategic Financial Planning
Workers Compensation
Property and Casualty Insurance
Accounting
Strategic Planning
Financial Analysis
Budgets
Microsoft Excel
Financial Services
Series 7
Mergers and Acquisitions
New Business Development
Property
P&C License
Hold Series 7
Hold Series 66
Crpc
Financial Statement Analysis
Financial Management
Customized Investment Portfolios
Wealth Accumulation
Family Estate Financial Guidance
Estate Planning Services and Wealth Transfer
Working With Foundations
Insurance
Financial Reporting
Finance
Risk Management
Financial Risk
Commercial Insurance
Strategic Financial Planning
Workers Compensation
Property and Casualty Insurance
Accounting
Strategic Planning
Financial Analysis
Budgets
Microsoft Excel
Financial Services
Series 7
Mergers and Acquisitions
New Business Development
Property
P&C License
Hold Series 7
Hold Series 66
Crpc
Financial Statement Analysis
Financial Management
Customized Investment Portfolios
Wealth Accumulation
Family Estate Financial Guidance
Estate Planning Services and Wealth Transfer
Working With Foundations
Certifications:
Certified Financial Planner
Certified Plan Fiduciary Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor
Certified Plan Fiduciary Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor