Resumes
Resumes

Financial Services Professional
View pageLocation:
3 Store Rd, Tuxedo Park, NY 10987
Industry:
Financial Services
Work:
The Society For Financial Awareness
Financial Services Professional
Prudent Financial, Llc
Client Relationship Manager
Ameriprise Financial Services, Inc. Nov 2001 - Aug 2012
Financial Planning Assistant
American Express Nov 2001 - Aug 2005
Senior Executive Assistant and Client Service Coordinator
Financial Services Professional
Prudent Financial, Llc
Client Relationship Manager
Ameriprise Financial Services, Inc. Nov 2001 - Aug 2012
Financial Planning Assistant
American Express Nov 2001 - Aug 2005
Senior Executive Assistant and Client Service Coordinator
Education:
The American College of Financial Services 2016 - 2018
College For Financial Planning 2016 - 2017
College For Financial Planning 2016 - 2017
Skills:
Client Relations
Client Liaison
Client Services
401 Retirement Savings Plans
Wealth Management
Portfolio Management
Client Development
Client Focused
Retirement Solutions
Personal Financial Planning
High Net Worth Individuals
403 B
529 Plans
Roth Ira
Investment Portfolios
Retirement Income Strategies
Client Liaison
Client Services
401 Retirement Savings Plans
Wealth Management
Portfolio Management
Client Development
Client Focused
Retirement Solutions
Personal Financial Planning
High Net Worth Individuals
403 B
529 Plans
Roth Ira
Investment Portfolios
Retirement Income Strategies
