Resumes
Resumes
Senior Trust Officer
View pageLocation:
Las Vegas, NV
Industry:
Financial Services
Work:
Bny Mellon Wealth Management May 2016 - Apr 2018
Associate Wealth Manager and Regional Fiduciary Specialist
Bny Mellon Wealth Management May 2016 - Apr 2018
Wealth Manager and Fiduciary Specialist
Wells Fargo Advisors Jan 2012 - May 2016
Wealth Brokerage Services Senior Registered Client Associate
Ameriprise Financial Services, Inc. Mar 2011 - Jan 2012
Wealth Brokerage Services Registered Client Associate
Usaa 2010 - Mar 2011
Financial Advisor
Associate Wealth Manager and Regional Fiduciary Specialist
Bny Mellon Wealth Management May 2016 - Apr 2018
Wealth Manager and Fiduciary Specialist
Wells Fargo Advisors Jan 2012 - May 2016
Wealth Brokerage Services Senior Registered Client Associate
Ameriprise Financial Services, Inc. Mar 2011 - Jan 2012
Wealth Brokerage Services Registered Client Associate
Usaa 2010 - Mar 2011
Financial Advisor
Education:
University of Nevada - Las Vegas 2014 - 2015
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Michigan State University 2000 - 2005
Bachelors, Bachelor of Science, Engineering
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Michigan State University 2000 - 2005
Bachelors, Bachelor of Science, Engineering
Skills:
Financial Planning
Asset Management
Equities
Mutual Funds
Insurance
Retirement
Securities
Asset Allocation
Financial Analysis
Financial Services
Management
Entrepreneurship
Marketing
Team Building
Small Business
Leadership
Wealth Management Services
Holistic Financial Planning
Unit Trusts
Trustee Investments
Bequests
Donor Advised Funds
Charitable Remainder Trusts
Tax Efficiency
Wealth Management
Trusts
Business Development
Portfolio Managers
Ctfa
Trust Services
Trust Management
Trustee
Personal Trust Administration
Asset Management
Equities
Mutual Funds
Insurance
Retirement
Securities
Asset Allocation
Financial Analysis
Financial Services
Management
Entrepreneurship
Marketing
Team Building
Small Business
Leadership
Wealth Management Services
Holistic Financial Planning
Unit Trusts
Trustee Investments
Bequests
Donor Advised Funds
Charitable Remainder Trusts
Tax Efficiency
Wealth Management
Trusts
Business Development
Portfolio Managers
Ctfa
Trust Services
Trust Management
Trustee
Personal Trust Administration
Languages:
Romanian
Certifications:
Ctfa
Claudia Nanu Phoenix, AZ
View pageWork:
AMERIPRISE FINANCIAL
2011 to Present
Registered Support Assistant
USAA
2010 to Present
Financial Adviser
METLIFE, INC
Tempe, AZ
2008 to 2010
Financial Planner
2011 to Present
Registered Support Assistant
USAA
2010 to Present
Financial Adviser
METLIFE, INC
Tempe, AZ
2008 to 2010
Financial Planner
Education:
Michigan State University
East Lansing, MI
2005
Bachelor of Science in Packaging Engineering
East Lansing, MI
2005
Bachelor of Science in Packaging Engineering