Resumes
Resumes
Vice President
View pageLocation:
Charlotte, NC
Industry:
Financial Services
Work:
Raymond James
Vice President
Merrill Lynch Dec 1994 - Feb 2018
Vice President, Senior Financial Financial Advisor
Bank of America Merrill Lynch Dec 1994 - Feb 2018
Vice President
Wachovia Wealth Management, Inc. Aug 1987 - Dec 1994
Personal Trust Department
Merrill Lynch Aug 1987 - Dec 1994
Senior Trust and Estate Associate
Vice President
Merrill Lynch Dec 1994 - Feb 2018
Vice President, Senior Financial Financial Advisor
Bank of America Merrill Lynch Dec 1994 - Feb 2018
Vice President
Wachovia Wealth Management, Inc. Aug 1987 - Dec 1994
Personal Trust Department
Merrill Lynch Aug 1987 - Dec 1994
Senior Trust and Estate Associate
Education:
College For Financial Planning 2015
American Institute For Paralegal 1991 - 1993
American Institute For Paralegal 1991 - 1993
Skills:
Investments
Retirement Planning
Asset Allocation
Investment Advisory
Alternative Investments
Strategic Financial Planning
Asset Management
Fixed Income
Portfolio Management
Series 7
Series 63
Financial Services
Estate Planning
Finance
Securities
Retirement Planning
Asset Allocation
Investment Advisory
Alternative Investments
Strategic Financial Planning
Asset Management
Fixed Income
Portfolio Management
Series 7
Series 63
Financial Services
Estate Planning
Finance
Securities