Resumes
Resumes
Partner
View pageLocation:
Greenville, SC
Industry:
Financial Services
Work:
Axa Advisors
Financial Consultant
Oak Capital Management, Llc
Partner
Financial Consultant
Oak Capital Management, Llc
Partner
Education:
The American College of Financial Services 2016 - 2018
Clemson University 2006 - 2012
Bachelors, Financial Management
Clemson University 2006 - 2012
Bachelors, Financial Management
Skills:
Retirement Planning
Risk Management
Wealth Management
Financial Planning Iar
Insurance Strategies
Long Term Care Planning Strategies
Investment Advisory Services
Tax Efficient Investing Strategies
Ira Distribution Planning
Financial Planning
Financial Advisory Services
Employee Benefits
Risk Management
Wealth Management
Financial Planning Iar
Insurance Strategies
Long Term Care Planning Strategies
Investment Advisory Services
Tax Efficient Investing Strategies
Ira Distribution Planning
Financial Planning
Financial Advisory Services
Employee Benefits
Certifications:
Series 7
Series 63
Series 65
Certified Financial Planner™ Certification
Financial Industry Regulatory Authority (Finra)
Series 63
Series 65
Certified Financial Planner™ Certification
Financial Industry Regulatory Authority (Finra)