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Paul Brokenshire Phones & Addresses

  • Grafton, WI
  • Brookfield, WI
  • Milwaukee, WI
  • 4324 W Carriage Ct, Mequon, WI 53092

Resumes

Resumes

Paul Brokenshire Photo 1

Financial Advisor

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Location:
1753 Oneida Ct, Grafton, WI 53024
Industry:
Financial Services
Work:
Massmutual Midwest
Financial Advisor

Financial Solutions Group Wealth & Risk Management Services Nov 2016 - Dec 2018
Compliance Consultant

Scottrade Jun 2015 - May 2016
Branch Manager

Scottrade Jul 2012 - May 2015
Investment Consultant

Scottrade Jun 2011 - Jun 2012
Intern
Education:
University of Wisconsin - Milwaukee - Lubar School of Business 2007 - 2012
Bachelors, Bachelor of Business Administration, Economics, Finance
University of Wisconsin–Milwaukee 2012
University of Wisconsin - Milwaukee 2007 - 2012
Bachelors, Economics, Finance
Homestead High School 2007
Skills:
Investments
Finance
Financial Services
Securities
Series 63
Financial Analysis
Financial Markets
Mutual Funds
Customer Service
Portfolio Management
Valuation
Microsoft Word
Retirement Planning
Series 7
Trading
Economics
Managerial Finance
Sales
Sales Management
Team Leadership
Account Management
Regulatory Compliance
Securities Regulation
Finra
Leadership
Analytical Skills
Microsoft Office
Management
Microsoft Excel
Powerpoint
Wealth Management
Equities
Risk Management
Certifications:
Series 7
Series 63
Series 9/10
Life and Health Insurance
Series 52
Series 53
Series 66
Paul Brokenshire Photo 2

Paul Brokenshire

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Paul P Brokenshire from Grafton, WI, age ~36 Get Report