Resumes
Resumes
Wealth Management Advisor, Vice President
View pageLocation:
Towson, MD
Industry:
Financial Services
Work:
Morgan Stanley Nov 2004 - Jan 2009
Financial Advisor
Merrill Lynch Nov 2004 - Jan 2009
Wealth Management Advisor, Vice President
Financial Advisor
Merrill Lynch Nov 2004 - Jan 2009
Wealth Management Advisor, Vice President
Education:
Loyola University Maryland 2000 - 2004
Bachelors, Bachelor of Business Administration
Bachelors, Bachelor of Business Administration
Skills:
Retirement Planning
Series 7
Mutual Funds
Strategic Financial Planning
Retirement
Investments
Asset Allocation
Wealth Management
Investment Advisory
Investment Strategies
Estate Planning
Insurance
Small Business Lending
Series 7
Mutual Funds
Strategic Financial Planning
Retirement
Investments
Asset Allocation
Wealth Management
Investment Advisory
Investment Strategies
Estate Planning
Insurance
Small Business Lending
Financial Advisor
View pageLocation:
Baltimore, MD
Industry:
Financial Services
Work:
Merrill Lynch since Jan 2009
Financial Advisor
Financial Advisor