Resumes
Resumes
Senior Financial Planner
View pagePosition:
Senior Financial Planner at WealthStone
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work:
WealthStone since Aug 1998
Senior Financial Planner
Micro Center Jan 1996 - Jul 1998
Front Line Manager
Micro Center Aug 1993 - Jan 1996
Human Resources Assistant
Micro Center Sep 1990 - Aug 1993
Store Office Manager
Micro Center Mar 1987 - Sep 1990
Store Office Clerk
Senior Financial Planner
Micro Center Jan 1996 - Jul 1998
Front Line Manager
Micro Center Aug 1993 - Jan 1996
Human Resources Assistant
Micro Center Sep 1990 - Aug 1993
Store Office Manager
Micro Center Mar 1987 - Sep 1990
Store Office Clerk
Education:
College for Financial Planning 2001 - 2005
The Ohio State University 1982 - 1986
BA, Communications
The Ohio State University 1982 - 1986
BA, Communications
Skills:
Retirement Planning
Financial Analysis
Certified Financial Planner
Financial Modeling
Retirement
Wealth Accumulation
Wealth
Estate Planning
Wealth Management
Investment Advisory
Financial Planners
Financial Advisory
Wealth Management Services
Asset Allocation
Personal Financial Planning
Investment Strategies
Saving for Education
High Net Worth Individuals
IRAs
Strategic Financial Planning
401k
529 Plans
Financial Analysis
Certified Financial Planner
Financial Modeling
Retirement
Wealth Accumulation
Wealth
Estate Planning
Wealth Management
Investment Advisory
Financial Planners
Financial Advisory
Wealth Management Services
Asset Allocation
Personal Financial Planning
Investment Strategies
Saving for Education
High Net Worth Individuals
IRAs
Strategic Financial Planning
401k
529 Plans