Resumes
Resumes
Financial Advisor
View pageLocation:
601 Congress Street Brg, Boston, MA 02210
Industry:
Financial Services
Work:
Edward Jones
Financial Advisor
Neuberger Berman Aug 2015 - Oct 2016
Regional Vice President
John Hancock Financial Services Jan 2008 - Aug 2015
Regional Vice President
Financial Advisor
Neuberger Berman Aug 2015 - Oct 2016
Regional Vice President
John Hancock Financial Services Jan 2008 - Aug 2015
Regional Vice President
Education:
Gettysburg College 2001 - 2005
Bachelors, Bachelor of Arts, History Simsbury High School 1997 - 2001
Bachelors, Bachelor of Arts, History Simsbury High School 1997 - 2001
Skills:
Mutual Funds
Separately Managed Accounts
Alternative Investments
Ucits
Investments
Financial Planning
Retirement Planning
Series 6
Series 7
Series 63
Series 65
Wealth Management
Variable Annuities
Retirement
Investment Strategies
Crpc
Financial Analysis
Portfolio Review
Asset Allocation
Estate and Legacy Strategies
Wealth Preservation Strategies
Wealth Strategies
Separately Managed Accounts
Alternative Investments
Ucits
Investments
Financial Planning
Retirement Planning
Series 6
Series 7
Series 63
Series 65
Wealth Management
Variable Annuities
Retirement
Investment Strategies
Crpc
Financial Analysis
Portfolio Review
Asset Allocation
Estate and Legacy Strategies
Wealth Preservation Strategies
Wealth Strategies
Certifications:
Chartered Retirement Planning Counselor
License 6
License 7
License 63
License 65
Series 6
Series 7
Series 63
Series 65
License 6
License 7
License 63
License 65
Series 6
Series 7
Series 63
Series 65