Resumes
Resumes

First Vice President Wealth Mangement, Alternative Investments Director, Financial Advisor
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Smith Barney
Financial Advisor
Financial Advisor
Education:
The University of Kansas 1997 - 1999
Bachelors, Bachelor of Science United States Military Academy at West Point 1995 - 1997
Bachelors, Bachelor of Science United States Military Academy at West Point 1995 - 1997
Skills:
Alternative Investments
Estate Planning
Series 63
Portfolio Management
Strategic Financial Planning
Investment Strategies
Equities
Investments
Asset Management
Fixed Annuities
Asset Allocation
Series 7
Securities
Mutual Funds
Wealth Management Services
Estate Planning
Series 63
Portfolio Management
Strategic Financial Planning
Investment Strategies
Equities
Investments
Asset Management
Fixed Annuities
Asset Allocation
Series 7
Securities
Mutual Funds
Wealth Management Services