Resumes
Resumes
Managing Director Investment Officer And Financial Advisor
View pageLocation:
17881 Anthem Ridge Rd, Owasso, OK 74055
Industry:
Financial Services
Work:
Cady Wealth Management Group of Wells Fargo Advisors
Managing Director Investment Officer and Financial Advisor
Arvest Bank Dec 1995 - Jul 2005
Arvest Asset Management, Cfpâ and Financial Advisor
Wells Fargo Advisors Dec 1995 - Jul 2005
Managing Director--Investment Officer, Financial Advisor
Income Tax Service Center Sep 1992 - Dec 1995
Junior Accountant
Managing Director Investment Officer and Financial Advisor
Arvest Bank Dec 1995 - Jul 2005
Arvest Asset Management, Cfpâ and Financial Advisor
Wells Fargo Advisors Dec 1995 - Jul 2005
Managing Director--Investment Officer, Financial Advisor
Income Tax Service Center Sep 1992 - Dec 1995
Junior Accountant
Education:
Oklahoma Wesleyan University 2007 - 2007
Bachelors, Bachelor of Business Administration Oklahoma Wesleyan University 2005 - 2007
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management College For Financial Planning 2000 - 2004
Union High School 1989 - 1992
Bachelors, Bachelor of Business Administration Oklahoma Wesleyan University 2005 - 2007
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management College For Financial Planning 2000 - 2004
Union High School 1989 - 1992
Skills:
Retirement Planning
Financial Services
Retirement
Investments
Finance
Insurance
Mutual Funds
Asset Allocation
Retirement Plan Consulting
Fixed Annuities
Tactical Asset Allocation
Iras
Long Term Care Insurance
Term Life Insurance
Retirement Plan Distribution
Retirement Income Planning Strategies
Management
Retirement Plans
Financial Services
Retirement
Investments
Finance
Insurance
Mutual Funds
Asset Allocation
Retirement Plan Consulting
Fixed Annuities
Tactical Asset Allocation
Iras
Long Term Care Insurance
Term Life Insurance
Retirement Plan Distribution
Retirement Income Planning Strategies
Management
Retirement Plans
Interests:
Yoga
Horse Riding
Reading
Hiking
Us History
Travel
Horse Riding
Reading
Hiking
Us History
Travel
Certifications:
Certified Financial Planner® Professional
Cfp Board, License 81539
License 81539
Cfp Board, License 81539
License 81539
Amy Cady
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Amy Cady
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Amy Cady
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