Resumes
Resumes
Client Advisor
View pageLocation:
7133 Caminito Quintana, San Diego, CA 92122
Industry:
Investment Management
Work:
Mercer Advisors
Client Advisor
Summit Financial Strategies, Inc. Jan 2012 - Sep 2016
Staff Financial Advisor
Keybank Feb 2011 - Jan 2012
Wealth Advisory Associate
Yerkes Financial Advisors Mar 2010 - Feb 2011
Staff Financial Planner
Summit Financial Strategies, Inc. Aug 2009 - Feb 2010
Intern Staff Financial Planner
Client Advisor
Summit Financial Strategies, Inc. Jan 2012 - Sep 2016
Staff Financial Advisor
Keybank Feb 2011 - Jan 2012
Wealth Advisory Associate
Yerkes Financial Advisors Mar 2010 - Feb 2011
Staff Financial Planner
Summit Financial Strategies, Inc. Aug 2009 - Feb 2010
Intern Staff Financial Planner
Education:
The Ohio State University 2005 - 2009
Bachelors, Bachelor of Science, Ecology
Bachelors, Bachelor of Science, Ecology
Skills:
Wealth Management
Personal Tax Planning
Retirement Planning
Investment Advisory
Estate Planning
Personal Tax Planning
Retirement Planning
Investment Advisory
Estate Planning
Certifications:
Certified Financial Planner Tm
Cfp Board
Cfp Board