Resumes
Resumes
Director Of Client Services
View pageLocation:
1115 South St, Needham, MA 02492
Industry:
Financial Services
Work:
Financial Architects Partners
Co-Chief Operating Officer
Financial Architects Partners Apr 2007 - Nov 2011
Associate Vice President, Business Management
Financial Architects Partners Apr 2007 - Nov 2011
Principal
Financial Architects Partners Nov 2004 - Apr 2007
Director, New Business
Winged Keel Group Nov 2004 - Apr 2007
Director of Client Services
Co-Chief Operating Officer
Financial Architects Partners Apr 2007 - Nov 2011
Associate Vice President, Business Management
Financial Architects Partners Apr 2007 - Nov 2011
Principal
Financial Architects Partners Nov 2004 - Apr 2007
Director, New Business
Winged Keel Group Nov 2004 - Apr 2007
Director of Client Services
Education:
University of Virginia 1993 - 1997
Bachelors, Bachelor of Arts, History
Bachelors, Bachelor of Arts, History
Skills:
Financial Advisory
Management
Series 6
Series 63
Leadership
Marketing
Microsoft Excel
Underwriting
Management
Series 6
Series 63
Leadership
Marketing
Microsoft Excel
Underwriting
Certifications:
Certified Employee Benefit Specialist
Chartered Life Underwriter
Fellow of the Academy of Life Underwriters
Chartered Financial Consultant
Series 6 Investment Company Products / Variable Contracts Limited Representative License
Series 63 Nasaa Uniform Securities Agent State Law License
Life and Health Insurance Licenses
Notary Public
Chartered Life Underwriter
Fellow of the Academy of Life Underwriters
Chartered Financial Consultant
Series 6 Investment Company Products / Variable Contracts Limited Representative License
Series 63 Nasaa Uniform Securities Agent State Law License
Life and Health Insurance Licenses
Notary Public