Resumes
Resumes
Wealth Manager And Financial Consultant
View pageLocation:
Aurora, CO
Industry:
Financial Services
Work:
AXA Advisors since Apr 2007
Financial Consultant
Linsco/Private Ledger Apr 2004 - Mar 2007
Financial Consultant
Mountain Region Sales Execs, Inc Jan 2002 - Mar 2004
President and CEO
Prophecy Americas, Inc. Aug 1999 - Nov 2001
Vice President, Sales
Oracle Corp. Jan 1997 - Jul 1999
Branch Manager
Financial Consultant
Linsco/Private Ledger Apr 2004 - Mar 2007
Financial Consultant
Mountain Region Sales Execs, Inc Jan 2002 - Mar 2004
President and CEO
Prophecy Americas, Inc. Aug 1999 - Nov 2001
Vice President, Sales
Oracle Corp. Jan 1997 - Jul 1999
Branch Manager
Education:
University of Colorado at Boulder - Leeds School of Business 1985 - 1987
MBA, Marketing, Finance Washington University in St. Louis 1980 - 1984
BA, Biology
MBA, Marketing, Finance Washington University in St. Louis 1980 - 1984
BA, Biology
Skills:
Wealth Management
Retirement Planning
Investment Advisory
Estate Planning
401K
Financial Risk Management
Securities
Variable Annuities
Fixed Annuities
Financial Analysis
Insurance
Retirement Planning
Investment Advisory
Estate Planning
401K
Financial Risk Management
Securities
Variable Annuities
Fixed Annuities
Financial Analysis
Insurance
Certifications:
Mba