Resumes
Resumes
Client Advisor Private Wealth Managemet
View pageLocation:
5116 Mark Dr northeast, Hickory, NC 28601
Industry:
Financial Services
Work:
Td Ameritrade Feb 2018 - Oct 2018
Branch Manager
Suntrust Bank Feb 2018 - Oct 2018
Client Advisor Private Wealth Managemet
Scottrade Jan 1, 2015 - Feb 2018
Branch Manager
Scottrade Jul 2009 - Jan 2015
Senior Stock Broker
Scottrade May 1, 2008 - May 1, 2009
Intern
Branch Manager
Suntrust Bank Feb 2018 - Oct 2018
Client Advisor Private Wealth Managemet
Scottrade Jan 1, 2015 - Feb 2018
Branch Manager
Scottrade Jul 2009 - Jan 2015
Senior Stock Broker
Scottrade May 1, 2008 - May 1, 2009
Intern
Education:
East Carolina University 2012 - 2014
Master of Business Administration, Masters, Finance Lenoir - Rhyne University 2005 - 2009
Bachelors, Bachelor of Arts, Economics Lenoir - Rhyne College
Master of Business Administration, Masters, Finance Lenoir - Rhyne University 2005 - 2009
Bachelors, Bachelor of Arts, Economics Lenoir - Rhyne College
Certifications:
Series 7
Series 63
Series 9
Series 10
Series 66
Cfp
Insurance License - Life, Accident & Health Or Sickness, Medicare Supplement / Long-Term Care
Financial Industry Regulatory Authority (Finra)
Series 63
Series 9
Series 10
Series 66
Cfp
Insurance License - Life, Accident & Health Or Sickness, Medicare Supplement / Long-Term Care
Financial Industry Regulatory Authority (Finra)