Resumes
Resumes
Vice President
View pageLocation:
6231 Riverwalk Ln, Jupiter, FL 33458
Industry:
Financial Services
Work:
Cadily
Co-Founder
Goldman Sachs
Vice President
Bny Mellon Wealth Management May 2010 - Oct 2014
Associate - Assistant Portfolio Officer
Metlife Jan 1, 2008 - May 1, 2010
Financial Services Representative and Client Associate
Rjs Appraisal and Taylor Made Appraisals Sep 2006 - May 2009
Registered Trainee Appraiser
Co-Founder
Goldman Sachs
Vice President
Bny Mellon Wealth Management May 2010 - Oct 2014
Associate - Assistant Portfolio Officer
Metlife Jan 1, 2008 - May 1, 2010
Financial Services Representative and Client Associate
Rjs Appraisal and Taylor Made Appraisals Sep 2006 - May 2009
Registered Trainee Appraiser
Education:
College For Financial Planning 2014 - 2016
College For Financial Planning 2014 - 2014
Florida Trust and Wealth Management School 2012 - 2012
Palm Beach Atlantic University 2010 - 2012
Master of Business Administration, Masters, Business Florida Atlantic University 2004 - 2007
Bachelors, Bachelor of Arts, Real Estate, Finance
College For Financial Planning 2014 - 2014
Florida Trust and Wealth Management School 2012 - 2012
Palm Beach Atlantic University 2010 - 2012
Master of Business Administration, Masters, Business Florida Atlantic University 2004 - 2007
Bachelors, Bachelor of Arts, Real Estate, Finance
Skills:
Wealth Management
Securities
Investments
Investment Management
Mutual Funds
Portfolio Management
Alternative Investments
Retirement Planning
Series 7
Estate Planning
Asset Allocation
Financial Services
Private Banking
Wealth Management Services
Hedge Funds
Asset Management
Wealth
Trust Management
Ctfa
Series 66
Securities
Investments
Investment Management
Mutual Funds
Portfolio Management
Alternative Investments
Retirement Planning
Series 7
Estate Planning
Asset Allocation
Financial Services
Private Banking
Wealth Management Services
Hedge Funds
Asset Management
Wealth
Trust Management
Ctfa
Series 66
Certifications:
Certified Trust and Financial Advisor
Series 7
Series 66
Certified Trust and Finacial Advisor
License Crd #5452815
License Crd#5452815: Per Rule 1070(D), May Be Reinstated By Waiver Without Reexamination
Certified Trust and Financial Advisor Candidate - Exam Date Scheduled 9/2014
Series 7
Series 66
Certified Trust and Finacial Advisor
License Crd #5452815
License Crd#5452815: Per Rule 1070(D), May Be Reinstated By Waiver Without Reexamination
Certified Trust and Financial Advisor Candidate - Exam Date Scheduled 9/2014