Resumes
Resumes
Managing Partner
View pageLocation:
Cincinnati, OH
Industry:
Financial Services
Work:
Altus Wealth Management, LLC
Managing Partner
Fidelity Investments Jan 1993 - Mar 2010
Financial Planning Consultant
Managing Partner
Fidelity Investments Jan 1993 - Mar 2010
Financial Planning Consultant
Education:
Xavier University 1987 - 1991
BSBA, Finance
BSBA, Finance
Skills:
Wealth Management
Strategic Financial Planning
Retirement Planning
Retirement
Finance
Etfs
Mutual Funds
Investments
Securities
Fixed Income
Fixed Income Portfolio Management
Alternative Investments
Fixed Income Analysis
Investment Advisory
Strategic Financial Planning
Retirement Planning
Retirement
Finance
Etfs
Mutual Funds
Investments
Securities
Fixed Income
Fixed Income Portfolio Management
Alternative Investments
Fixed Income Analysis
Investment Advisory