Resumes
Resumes

Junior Financial Planner
View pageLocation:
Washington, DC
Industry:
Financial Services
Work:
Highlander Financial Group since Jun 2012
Partner
Financial Advantage Associates Oct 2010 - Jun 2012
Financial Advisor
Wachovia, A Wells Fargo Company Jul 2009 - Sep 2010
Financial Specialist
Partner
Financial Advantage Associates Oct 2010 - Jun 2012
Financial Advisor
Wachovia, A Wells Fargo Company Jul 2009 - Sep 2010
Financial Specialist
Education:
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Bachelor of Science (B.S.), Finance
Skills:
Estate Planning
Life Insurance
Investments
Finance
Investment Advisory
Insurance
Personal Financial Planning
Disability Insurance
Small Business
Retirement
Investment Management
Long Term Care
Annuity Sales
Personal Finance
Iras
Management
Financial Planning
Retirement Planning
Microsoft Office
Charities
Financial Services
Social Media
Gifting Strategies
Ira Rollovers
Financial Planners
Charitable Giving
Licensed In Long Term Care Insurance
Life Insurance
Investments
Finance
Investment Advisory
Insurance
Personal Financial Planning
Disability Insurance
Small Business
Retirement
Investment Management
Long Term Care
Annuity Sales
Personal Finance
Iras
Management
Financial Planning
Retirement Planning
Microsoft Office
Charities
Financial Services
Social Media
Gifting Strategies
Ira Rollovers
Financial Planners
Charitable Giving
Licensed In Long Term Care Insurance
Languages:
Hebrew
Spanish
Spanish
Certifications:
Certified Financial Planner™
Cfp Board
Cfp Board