Resumes
Resumes
Financial Advisor
View pageLocation:
3885 south 177Th Avenue Cir, Omaha, NE 68136
Industry:
Financial Services
Work:
MFS Investment Management - Omaha, NE since Apr 2012
Regional Manager
MFS Investment Management - Greater Boston Area Jun 2011 - Mar 2012
Regional Sales Representative
MFS Investment Management Jan 2010 - May 2011
Internal Wholesaler
MFS Investment Management Jun 2009 - Jan 2010
Inbound Sales Representative
Paradise Charter Cruises Apr 2006 - Nov 2008
Crew Chief
Regional Manager
MFS Investment Management - Greater Boston Area Jun 2011 - Mar 2012
Regional Sales Representative
MFS Investment Management Jan 2010 - May 2011
Internal Wholesaler
MFS Investment Management Jun 2009 - Jan 2010
Inbound Sales Representative
Paradise Charter Cruises Apr 2006 - Nov 2008
Crew Chief
Education:
University of Minnesota - Carlson School of Management 2005 - 2009
University of Minnesota-Twin Cities 2005 - 2009
BSB, Marketing and Finance
University of Minnesota-Twin Cities 2005 - 2009
BSB, Marketing and Finance
Skills:
Mutual Funds
Investments
Sales
Series 63
Wealth Management
Asset Allocation
Series 6
Business Development
Financial Advisory
Series 7
Marketing
Risk Management
Retirement Planning
Separately Managed Accounts
Finance
Portfolio Management
Financial Services
Investments
Sales
Series 63
Wealth Management
Asset Allocation
Series 6
Business Development
Financial Advisory
Series 7
Marketing
Risk Management
Retirement Planning
Separately Managed Accounts
Finance
Portfolio Management
Financial Services