Resumes
Resumes
Associate Wealth Advisor At Buckingham Strategic Wealth
View pageLocation:
3617 Aaron Ct, Santa Rosa, CA 95404
Industry:
Investment Management
Work:
ADP - SF Bay Area since Mar 2013
Retirement Services District Manager
Franklin Templeton Investments - Sacramento, California Area since Jul 2011
Internal Wholesaler Level 2
Franklin Templeton Investments - Sacramento, California Area Aug 2010 - Jul 2011
Internal Wholesaler
Franklin Templeton Investments Feb 2009 - Aug 2010
Sales Associate
STaSIS Engineering Mar 2008 - Sep 2008
Sales Representative
Retirement Services District Manager
Franklin Templeton Investments - Sacramento, California Area since Jul 2011
Internal Wholesaler Level 2
Franklin Templeton Investments - Sacramento, California Area Aug 2010 - Jul 2011
Internal Wholesaler
Franklin Templeton Investments Feb 2009 - Aug 2010
Sales Associate
STaSIS Engineering Mar 2008 - Sep 2008
Sales Representative
Education:
California State University-Chico 2001 - 2005
Orgnizational Communication
Orgnizational Communication
Skills:
401K
Business Planning
Credit
Wealth Management
Mutual Funds
Retirement Planning
Financial Planning
Investments
Finance
Presentations
Wealth Management Services
Series 65
Customer Service
Sales
Series 7
Series 63
Business Planning
Credit
Wealth Management
Mutual Funds
Retirement Planning
Financial Planning
Investments
Finance
Presentations
Wealth Management Services
Series 65
Customer Service
Sales
Series 7
Series 63
Interests:
Working Out
Sports
Cars
Mountain Bikes
Sports
Cars
Mountain Bikes
Languages:
English
Certifications:
Series 7 and Series 63
Finra
Finra