Resumes
Resumes

Founder And Executive Wealth Manager Of Dosio Wealth Management
View pageLocation:
623 Hawkes Island Dr, Fleming Island, FL 32003
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc. since 2007
Financial Planner
Financial Planner
Education:
College for Financial Planning
Masters in Financial Planning, Financial Planning2011 College for Financial Planning
CFP, Financial Planning2010 Liberty University
B.S. Business, Finance
Masters in Financial Planning, Financial Planning2011 College for Financial Planning
CFP, Financial Planning2010 Liberty University
B.S. Business, Finance
Skills:
Estate Planning
Board Certified
Investments
Education
Services
Insurance
Financial Services
Retirement Planning
Wealth Management Services
Board Certified
Investments
Education
Services
Insurance
Financial Services
Retirement Planning
Wealth Management Services
Interests:
Disaster and Humanitarian Relief
Languages:
English
Certifications:
Certified Financial Planner