Resumes
Resumes
Financial And Accounting
View pageLocation:
4030 Smith Rd, Cincinnati, OH 45211
Industry:
Financial Services
Work:
Starsource Consulting
Financial and Accounting
Horter Investment Management, Llc Sep 2012 - Jan 2017
Estate Planning and Asset Management
Financial and Accounting
Horter Investment Management, Llc Sep 2012 - Jan 2017
Estate Planning and Asset Management
Education:
University of Cincinnati 1990 - 1994
Skills:
Retirement Planning
Retirement
Estate Planning
401K
Investments
Financial Services
Investment Management
Wealth
Investment Advisory
Wealth Management Services
Asset Management
Life Insurance
Long Term Care Insurance
Alternative Investments
Series 65
Investment Strategies
Portfolio Management
Wealth Accumulation
401K Rollovers
High Net Worth Individuals
Retirement Savings
Financial Advisory
Strategic Financial Planning
Wealth Management
Long Term Care
Fixed Annuities
Iras
Term Life Insurance
Etfs
Bonds
Asset Allocation
Mutual Funds
Insurance
Series 7
Series 63
Disability Insurance
Retirement
Estate Planning
401K
Investments
Financial Services
Investment Management
Wealth
Investment Advisory
Wealth Management Services
Asset Management
Life Insurance
Long Term Care Insurance
Alternative Investments
Series 65
Investment Strategies
Portfolio Management
Wealth Accumulation
401K Rollovers
High Net Worth Individuals
Retirement Savings
Financial Advisory
Strategic Financial Planning
Wealth Management
Long Term Care
Fixed Annuities
Iras
Term Life Insurance
Etfs
Bonds
Asset Allocation
Mutual Funds
Insurance
Series 7
Series 63
Disability Insurance
Certifications:
Series 65
Series 7 & 63
Health & Insurance License
Indiana Ltc Partnership
Ohio Ltc Partnership
Series 7 & 63
Health & Insurance License
Indiana Ltc Partnership
Ohio Ltc Partnership