Resumes
Resumes
Director Of Financial Planning
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Palisades Hudson Financial Group Llc Jul 2012 - Mar 2017
Client Service Manager, Portfolio Manager
Apexium Financial Jul 2012 - Mar 2017
Director of Financial Planning
Palisades Hudson Financial Group Llc Jul 2012 - Oct 2015
Client Service Associate, Investment Analyst
Olin Business School Jan 2010 - May 2012
Teaching Assistant
Palisades Hudson Financial Group Llc May 2011 - Aug 2011
Client Service Intern
Client Service Manager, Portfolio Manager
Apexium Financial Jul 2012 - Mar 2017
Director of Financial Planning
Palisades Hudson Financial Group Llc Jul 2012 - Oct 2015
Client Service Associate, Investment Analyst
Olin Business School Jan 2010 - May 2012
Teaching Assistant
Palisades Hudson Financial Group Llc May 2011 - Aug 2011
Client Service Intern
Education:
University of Georgia - Terry College of Business 2014 - 2015
Washington University In St. Louis - Olin Business School 2008 - 2012
Bachelors, Bachelor of Science, Business Administration, French, Finance Washington University In St. Louis 2008 - 2012
Bachelors, Bachelor of Science In Business Administration, Finance, French Esit - École Supérieure D’interprètes Et De Traducteurs 2011 - 2011
Washington University In St. Louis - Olin Business School 2008 - 2012
Bachelors, Bachelor of Science, Business Administration, French, Finance Washington University In St. Louis 2008 - 2012
Bachelors, Bachelor of Science In Business Administration, Finance, French Esit - École Supérieure D’interprètes Et De Traducteurs 2011 - 2011
Languages:
French
Certifications:
Cfp® Certification