Resumes
Resumes
Lpl Registered Principal, Managing Director
View pageLocation:
Grand Rapids, MI
Industry:
Financial Services
Work:
Morgan Stanley May 1995 - Dec 2007
First Vice President, Assistant Branch Manager
Mosaic Wealth Management Group, Inc May 1995 - Dec 2007
Lpl Registered Principal, Managing Director
Robert W Baird and Co 1987 - May 1995
Registered Assistant
First Vice President, Assistant Branch Manager
Mosaic Wealth Management Group, Inc May 1995 - Dec 2007
Lpl Registered Principal, Managing Director
Robert W Baird and Co 1987 - May 1995
Registered Assistant
Education:
Davenport University Dec 31, 1992
Davenport University 1992
Bachelors, Finance, Communications Grandville High School Jan 1, 1979 - 1982
Davenport University 1992
Bachelors, Finance, Communications Grandville High School Jan 1, 1979 - 1982
Skills:
Securities
Equities
Investments
Portfolio Management
Strategic Financial Planning
Retirement Planning
Asset Managment
Financial Analysis
Series 7
Series 63
Wealth Management
Fixed Income
Equities
Investments
Portfolio Management
Strategic Financial Planning
Retirement Planning
Asset Managment
Financial Analysis
Series 7
Series 63
Wealth Management
Fixed Income
Managing Director
View pageLocation:
Grand Rapids, MI
Industry:
Investment Management
Work:
Mosaic Wealth Management
Managing Director
Managing Director
Owner At Mosaic Wealth Management, Llc. Registered Principal At Lpl Financial
View pageLocation:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Experience:
Mosaic Wealth Management, LLC. (Financial Services industry): Owner, (-) LPL Financial (Privately Held; Financial Services industry): Registered Principal, (December 2007-Present) Member FINRA/SIPCMorgan Stanley (Public Company; MS; Financia...