Resumes
Resumes

Financial Advisor At Nicolet Wealth Management
View pageLocation:
1434 Bingham Dr, De Pere, WI 54115
Industry:
Investment Management
Work:
Nicolet National Bank since Aug 2006
Financial Consultant
Wells Fargo Investments Jan 2004 - Aug 2006
Sales Associate
AXA Advisors Jan 2003 - Dec 2003
Registered Representative
Associated Wealth Management 2000 - 2002
Intern
Financial Consultant
Wells Fargo Investments Jan 2004 - Aug 2006
Sales Associate
AXA Advisors Jan 2003 - Dec 2003
Registered Representative
Associated Wealth Management 2000 - 2002
Intern
Education:
University of Wisconsin-Green Bay 1998 - 2002
Business Administration, Finance/Economics
Business Administration, Finance/Economics
Skills:
Estate Planning
Portfolio Management
Investments
College Savings Plans
Banking
Marketing
Credit
Finance
401K
Investment Products
Asset Allocation
Loans
Series 7
Retirement Planning
Wealth Management
Sales
Mutual Funds
Portfolio Management
Investments
College Savings Plans
Banking
Marketing
Credit
Finance
401K
Investment Products
Asset Allocation
Loans
Series 7
Retirement Planning
Wealth Management
Sales
Mutual Funds
Interests:
Children
Certifications:
Series 7 For Investments
Series 66 For Managed Investments
Life & Health Insurance
Series 66 For Managed Investments
Life & Health Insurance