Resumes
Resumes
Wealth Management Advisor
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Tiaa
Wealth Management Advisor
Tiaa Jun 1, 2011 - May 2017
Senior Financial Consultant
Fidelity Capital Markets Nov 2008 - Apr 2011
Prime Middle Office Associate
Fidelity Investments Apr 2005 - Oct 2008
Technical Analyst Iii
Commonwealth of Massachusetts Jun 2003 - Sep 2003
Intern - State Treasurer's Office
Wealth Management Advisor
Tiaa Jun 1, 2011 - May 2017
Senior Financial Consultant
Fidelity Capital Markets Nov 2008 - Apr 2011
Prime Middle Office Associate
Fidelity Investments Apr 2005 - Oct 2008
Technical Analyst Iii
Commonwealth of Massachusetts Jun 2003 - Sep 2003
Intern - State Treasurer's Office
Education:
Trinity College - Hartford 2000 - 2004
Skills:
Series 63
Securities
Capital Markets
Investments
Bloomberg
Fixed Income
Financial Services
Equities
Hedge Funds
Series 7
Securities
Capital Markets
Investments
Bloomberg
Fixed Income
Financial Services
Equities
Hedge Funds
Series 7
Certifications:
Series 7
Series 63
Life and Health Insurance
Series 63
Life and Health Insurance
Lifeguard
View pageIndustry:
Non-Profit Organization Management
Work:
Overlook Retreat and Camp Ministries
Lifeguard
Lifeguard