Resumes
Resumes
Co-Founder
View pageLocation:
Rochester, NY
Industry:
Financial Services
Work:
American Portfolios - Rochester, NY since Jan 2013
Associate Wealth Advisor
American Portfolios Jul 2009 - Jul 2011
Key Account Coordinator
American Portfolios Sep 2006 - Jul 2009
Executive Assistant
American Portfolios Sep 2003 - Sep 2006
Customer Service Representative
American Portfolios Jun 2003 - Sep 2003
Intern
Associate Wealth Advisor
American Portfolios Jul 2009 - Jul 2011
Key Account Coordinator
American Portfolios Sep 2006 - Jul 2009
Executive Assistant
American Portfolios Sep 2003 - Sep 2006
Customer Service Representative
American Portfolios Jun 2003 - Sep 2003
Intern
Education:
State University of New York College at Geneseo 2000 - 2007
Bachelors, Economics
Bachelors, Economics
Skills:
Financial Planning
Small Business Retirement Planning
403 B
Investments
Retirement Planning
Mutual Funds
Insurance
Retirement
Fixed Annuities
Life Insurance
Wealth Management
Series 7
Securities
Health Insurance
Financial Services
Financial Advisory
401K
Investment Strategies
Microsoft Excel
Strategic Financial Planning
Estate Planning
Alternative Investments
Investment Advisory
Asset Allocation
Employee Benefits
401K Rollovers
Wealth
Crm
Series 66
Variable Annuities
Variable Life
Small Business Retirement Planning
403 B
Investments
Retirement Planning
Mutual Funds
Insurance
Retirement
Fixed Annuities
Life Insurance
Wealth Management
Series 7
Securities
Health Insurance
Financial Services
Financial Advisory
401K
Investment Strategies
Microsoft Excel
Strategic Financial Planning
Estate Planning
Alternative Investments
Investment Advisory
Asset Allocation
Employee Benefits
401K Rollovers
Wealth
Crm
Series 66
Variable Annuities
Variable Life