Resumes
Resumes
Certified Financial Planner™, Financial West Group
View pagePosition:
CERTIFIED FINANCIAL PLANNER™ at Financial West Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work:
Financial West Group - Red Wing, MN since Feb 2004
CERTIFIED FINANCIAL PLANNER™
The Weber Group Jan 2003 - Jan 2004
Regional Marketing Director
TCF Investments 2002 - 2003
Dedicated Investment Representative
TCF National Bank 1999 - 2002
Branch Management and Investment Sales
CERTIFIED FINANCIAL PLANNER™
The Weber Group Jan 2003 - Jan 2004
Regional Marketing Director
TCF Investments 2002 - 2003
Dedicated Investment Representative
TCF National Bank 1999 - 2002
Branch Management and Investment Sales
Education:
Hamline University Sep 1995 - May 1999
BA, Economics, Management
BA, Economics, Management
Founder And Certified Financial Plannerâ
View pageLocation:
511 east 7Th St, Red Wing, MN 55066
Industry:
Financial Services
Work:
Progressive Asset Management Network & Financial West Group Feb 2004 - May 2015
Financial Advisor
Bluprint Financial Feb 2004 - May 2015
Founder and Certified Financial Plannerâ
Progressive Asset Management Mn Feb 2004 - Dec 2012
Owner and Investment Advisor
Weber Group Inc. Jan 2003 - Jan 2004
Regional Marketing Director
Tcf Investments & Insurance 2002 - 2003
Dedicated Investment Representative
Financial Advisor
Bluprint Financial Feb 2004 - May 2015
Founder and Certified Financial Plannerâ
Progressive Asset Management Mn Feb 2004 - Dec 2012
Owner and Investment Advisor
Weber Group Inc. Jan 2003 - Jan 2004
Regional Marketing Director
Tcf Investments & Insurance 2002 - 2003
Dedicated Investment Representative
Education:
Hamline University 1995 - 1999
Bachelors, Bachelor of Arts, Economics, Management Aalto University 1998 - 1998
Bachelors, Bachelor of Arts, Economics, Management Aalto University 1998 - 1998
Skills:
Securities
Investments
Strategic Financial Planning
Retirement Planning
Financial Planning
Asset Allocation
Strategic Planning
Public Speaking
Investment Management
Finance
Series 63
Mutual Funds
Finra
Customer Service
Investment Advisory
Series 7
Marketing
Loans
Asset Managment
Asset Management
Investments
Strategic Financial Planning
Retirement Planning
Financial Planning
Asset Allocation
Strategic Planning
Public Speaking
Investment Management
Finance
Series 63
Mutual Funds
Finra
Customer Service
Investment Advisory
Series 7
Marketing
Loans
Asset Managment
Asset Management
Interests:
Economic Empowerment
Civil Rights and Social Action
Education
Environment
Poverty Alleviation
Human Rights
Arts and Culture
Health
Civil Rights and Social Action
Education
Environment
Poverty Alleviation
Human Rights
Arts and Culture
Health
Certifications:
Certified Financial Planner Board of Standards, Inc., License 179334
License 179334
License 179334