Resumes
Resumes
Wealth Management Advisor
View pageLocation:
700 Lavaca St, Austin, TX 78701
Industry:
Financial Services
Work:
Pioneer Wealth Management Group since Nov 2004
Wealth Management Advisor
AEFA 2001 - 2004
Financial Advisor
Wealth Management Advisor
AEFA 2001 - 2004
Financial Advisor
Education:
CFA Institute
CFA, Level II Candidate Certified Financial Planning Board
CFP(R), CFP(R) The University of Texas at Austin
BA, Economics
CFA, Level II Candidate Certified Financial Planning Board
CFP(R), CFP(R) The University of Texas at Austin
BA, Economics
Skills:
Wealth Management
Finance
Investments
Strategic Planning
Retirement Planning
Financial Analysis
Strategic Financial Planning
Financial Planning
Asset Management
Portfolio Management
Wealth Management Services
Microsoft Office
Management
Estate Planning
Investment Advisory
Retirement
Insurance
Asset Allocation
Entrepreneurship
401K
Budgets
Microsoft Excel
Tax
Business Strategy
Wealth Preservation Planning
Finance
Investments
Strategic Planning
Retirement Planning
Financial Analysis
Strategic Financial Planning
Financial Planning
Asset Management
Portfolio Management
Wealth Management Services
Microsoft Office
Management
Estate Planning
Investment Advisory
Retirement
Insurance
Asset Allocation
Entrepreneurship
401K
Budgets
Microsoft Excel
Tax
Business Strategy
Wealth Preservation Planning
Milad Taghehchian
View pageLocation:
Austin, TX
Industry:
Financial Services
Work:
Pioneer Wealth Management Group
CEO/ Financial Planning Practitioner
CEO/ Financial Planning Practitioner