Resumes
Resumes
Investment Advisor Representative
View pageLocation:
1129 Georgia St southeast, Albuquerque, NM 87108
Industry:
Financial Services
Work:
Voya Financial
Investment Advisor Representative
Legacy Financial Group - An Independent Practice / Raymond James
Financial Advisor
Morgan Stanley Jul 2012 - Nov 2016
Client Service Associate
Axcess Financial Nov 2011 - May 2012
Manager
Investment Advisor Representative
Legacy Financial Group - An Independent Practice / Raymond James
Financial Advisor
Morgan Stanley Jul 2012 - Nov 2016
Client Service Associate
Axcess Financial Nov 2011 - May 2012
Manager
Education:
Texas State University 2009 - 2010
Bachelors, Bachelor of Business Administration, Finance Sam Houston State University 2006 - 2009
Bachelors, Bachelor of Business Administration, Finance Sam Houston State University 2006 - 2009
Skills:
Microsoft Excel
Microsoft Word
Powerpoint
Microsoft Office
Customer Service
Portfolio Management
Economics
Access
Financial Analysis
Research
Data Analysis
Finance
Microsoft Word
Powerpoint
Microsoft Office
Customer Service
Portfolio Management
Economics
Access
Financial Analysis
Research
Data Analysis
Finance