Resumes
Resumes
Financial Adviser, Cfpâ
View pageLocation:
2727 29Th St, Washington, DC 20020
Industry:
Financial Services
Work:
New York Life Insurance Company
Licensed Agent
Guardian Life Apr 2007 - Jun 2011
Financial Advisor
Mindful Wealth Partners Apr 2007 - Jun 2011
Financial Adviser, Cfpâ
Nylife Securities Llc Apr 2007 - Jun 2011
Registered Representative
Eagle Strategies, Llc Apr 2007 - Jun 2011
Financial Advisor
Licensed Agent
Guardian Life Apr 2007 - Jun 2011
Financial Advisor
Mindful Wealth Partners Apr 2007 - Jun 2011
Financial Adviser, Cfpâ
Nylife Securities Llc Apr 2007 - Jun 2011
Registered Representative
Eagle Strategies, Llc Apr 2007 - Jun 2011
Financial Advisor
Education:
American University 2002 - 2004
Masters, Teaching, Education, Art Cornell University 1998 - 2002
Bachelors, Bachelor of Arts, History Scarsdale High School 1994 - 1998
Masters, Teaching, Education, Art Cornell University 1998 - 2002
Bachelors, Bachelor of Arts, History Scarsdale High School 1994 - 1998
Skills:
Retirement
Investments
Retirement Planning
Fixed Annuities
Estate Planning
Public Speaking
Life Insurance
Risk Management
Strategic Planning
Wealth Preservation Planning
Small Business
Thought Leadership
Succession Planning
Time Management
Business Planning
Communication
Protection Planning/Family Security
Asset Protection
401 Rollovers
Legacies
Gifting Strategies
Key Person Protection
Multi Generational Planning
Multi Generational Wealth Transfer
Multi Tasking Skills
Customer Service
Networking
Building Relationships
Charitable Giving
Education Funding Strategies
Income Protection
Lifetime Income Strategies
Long Term Care Insurance
Permanent Life Insurance
Personal Finance
Retirement Income Strategies
Customer Satisfaction
Creative Problem Solving
Long Term Care Insurance
Investments
Retirement Planning
Fixed Annuities
Estate Planning
Public Speaking
Life Insurance
Risk Management
Strategic Planning
Wealth Preservation Planning
Small Business
Thought Leadership
Succession Planning
Time Management
Business Planning
Communication
Protection Planning/Family Security
Asset Protection
401 Rollovers
Legacies
Gifting Strategies
Key Person Protection
Multi Generational Planning
Multi Generational Wealth Transfer
Multi Tasking Skills
Customer Service
Networking
Building Relationships
Charitable Giving
Education Funding Strategies
Income Protection
Lifetime Income Strategies
Long Term Care Insurance
Permanent Life Insurance
Personal Finance
Retirement Income Strategies
Customer Satisfaction
Creative Problem Solving
Long Term Care Insurance
Interests:
Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Environment
Education
Poverty Alleviation
Human Rights
Health
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Environment
Education
Poverty Alleviation
Human Rights
Health
Languages:
English
Spanish
Spanish
Certifications:
License 139797
Certified Financial Planner®
Financial Planning Association, License 139797
Certified Financial Planner®
Financial Planning Association, License 139797