Resumes
Resumes
Vice President
View pageLocation:
1812 Club Rd, Charlotte, NC 28205
Industry:
Financial Services
Work:
Lpl Financial Aug 2007 - Apr 2013
Assistant Vice President  Broker Dealer
Lpl Financial Aug 2007 - Apr 2013
Vice President
Lpl Financial Feb 2005 - Aug 2007
Internal Sales Manager
Lpl Financial Sep 2003 - Feb 2005
Broker Resource Consultant
Wells Fargo Jan 2000 - Jan 2003
Broker and Client Support Analyst
Assistant Vice President  Broker Dealer
Lpl Financial Aug 2007 - Apr 2013
Vice President
Lpl Financial Feb 2005 - Aug 2007
Internal Sales Manager
Lpl Financial Sep 2003 - Feb 2005
Broker Resource Consultant
Wells Fargo Jan 2000 - Jan 2003
Broker and Client Support Analyst
Education:
Belmont Abbey College 1994 - 1998
Bachelors, Bachelor of Arts, Business Administration
Bachelors, Bachelor of Arts, Business Administration
Skills:
Mutual Funds
Investments
Series 7
Series 63
Securities
Series 24
Finra
Investment Advisory
Retirement Planning
Series 6
Hold Series 7
Leadership
Team Management
Decision Making
Problem Solving
Hiring
Coaching
Project Management
Creative Strategy
Communication
Conflict Resolution
Investments
Series 7
Series 63
Securities
Series 24
Finra
Investment Advisory
Retirement Planning
Series 6
Hold Series 7
Leadership
Team Management
Decision Making
Problem Solving
Hiring
Coaching
Project Management
Creative Strategy
Communication
Conflict Resolution