Resumes
Resumes
Financial Planner
View pageLocation:
133 Defense Hwy, Annapolis, MD 21401
Industry:
Financial Services
Work:
Endeavor Financial Advisors, Llc
Financial Planner
Lpl Financial Jan 2010 - Feb 2015
Financial Planner
Metlife Dec 2008 - Jan 2010
Financial Services Representative, Investment Advisor Representative
Rad2 Decision Solutions Aug 2007 - Oct 2008
Management Consultant at Ubs
Mindbox Feb 2006 - Jul 2007
Engagement Manager at Ubs
Financial Planner
Lpl Financial Jan 2010 - Feb 2015
Financial Planner
Metlife Dec 2008 - Jan 2010
Financial Services Representative, Investment Advisor Representative
Rad2 Decision Solutions Aug 2007 - Oct 2008
Management Consultant at Ubs
Mindbox Feb 2006 - Jul 2007
Engagement Manager at Ubs
Education:
The Johns Hopkins University - Carey Business School 1989 - 2001
Master of Business Administration, Masters, Business Finance Penn State University 1982 - 1986
Bachelors, Bachelor of Science, Economics, Business Law, Finance
Master of Business Administration, Masters, Business Finance Penn State University 1982 - 1986
Bachelors, Bachelor of Science, Economics, Business Law, Finance
Skills:
Retirement Planning
Investments
Retirement
Financial Services
Financial Advisory
Fixed Annuities
Asset Management
Securities
Finance
Mergers and Acquisitions
Mortgage Lending
401K
Management
Employee Benefits
Program Management
Certified Financial Planner
Investments
Retirement
Financial Services
Financial Advisory
Fixed Annuities
Asset Management
Securities
Finance
Mergers and Acquisitions
Mortgage Lending
401K
Management
Employee Benefits
Program Management
Certified Financial Planner
Certifications:
Certfied Financial Planner
Richard Douma
View page