Resumes
Resumes
Wealth Advisor
View pageLocation:
6150 Sweetwater Ct, Excelsior, MN 55331
Industry:
Financial Services
Work:
Guardian Wealth Strategies, Llc
Wealth Advisor
Contego Capital 2009 - 2016
Wealth Advisor | Founding Partner
Lincoln Financial Group 2008 - 2009
Vice President
Ing 2006 - 2008
Vice President
Genworth Financial 2005 - 2006
Vice President
Wealth Advisor
Contego Capital 2009 - 2016
Wealth Advisor | Founding Partner
Lincoln Financial Group 2008 - 2009
Vice President
Ing 2006 - 2008
Vice President
Genworth Financial 2005 - 2006
Vice President
Education:
University of Maryland - University College 1994 - 1995
University of Maryland - University College 1992 - 1993
Montgomery College 1990 - 1992
Frostburg State University 1989 - 1990
University of Maryland - University College 1992 - 1993
Montgomery College 1990 - 1992
Frostburg State University 1989 - 1990
Skills:
Retirement Planning
Investments
Wealth Management
Securities
Financial Planning
401 Retirement Savings Plans
Bonds
Investments
Wealth Management
Securities
Financial Planning
401 Retirement Savings Plans
Bonds
Interests:
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Human Rights
Arts and Culture
Health
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Human Rights
Arts and Culture
Health
Languages:
English
Certifications:
Certified Retirement Counselor
Executive Green Belt
Infre
Six Sigma
Executive Green Belt
Infre
Six Sigma