Resumes
Resumes
Financial Planning Associate
View pageLocation:
712 Tucker St, Raleigh, NC 27603
Industry:
Financial Services
Work:
Hilltop Wealth Advisors Ameriprise Financial Services Jun 2015 - Apr 2016
Paraplanner
Hilltop Wealth Advisors Ameriprise Financial Services Jan 2014 - Jun 2015
Finance Paraplanner Intern
Hilltop Wealth Advisors Jan 2014 - Jun 2015
Financial Planning Associate
Ameriprise Financial Services, Inc. May 2013 - Aug 2013
Client Service Intern
Paraplanner
Hilltop Wealth Advisors Ameriprise Financial Services Jan 2014 - Jun 2015
Finance Paraplanner Intern
Hilltop Wealth Advisors Jan 2014 - Jun 2015
Financial Planning Associate
Ameriprise Financial Services, Inc. May 2013 - Aug 2013
Client Service Intern
Education:
Unc Kenan - Flagler Business School 2013 - 2015
University of North Carolina at Chapel Hill 2011 - 2015
Bachelors, Bachelor of Arts
University of North Carolina at Chapel Hill 2011 - 2015
Bachelors, Bachelor of Arts
Skills:
Financial Services
Services
Planning
Financial Planning
Services
Planning
Financial Planning
Languages:
English
Spanish
Spanish
Certifications:
Series 7
Series 66
Series 66