Resumes
Resumes

Investment Advisor Representative
View pageLocation:
3949 Regent Ave, Norwood, OH 45212
Industry:
Financial Services
Work:
fidelity Investments - Cincinnati, OH since Jun 1998
Account Executive
Account Executive
Education:
Xavier University 2001 - 2004
Master of Business Administration (MBA), Business Administration and Management, General University of Cincinnati 1991 - 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Master of Business Administration (MBA), Business Administration and Management, General University of Cincinnati 1991 - 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Skills:
Series 63
Series 7
Relationship Management
Mutual Funds
Series 6
Financial Services
Account Management
Sales
Retirement
Retirement Planning
Investments
Insurance
Series 65
Customer Service
Asset Allocation
Series 7
Relationship Management
Mutual Funds
Series 6
Financial Services
Account Management
Sales
Retirement
Retirement Planning
Investments
Insurance
Series 65
Customer Service
Asset Allocation