Resumes
Resumes
Financial Advisor And Director Of Operations
View pageLocation:
3004 Peach Blossom Ct, High Ridge, MO 63049
Industry:
Financial Services
Work:
Moneta Group Jul 1, 2004 - Jul 2015
Client Service Manager
Clayton Financial Group Jul 1, 2004 - Jul 2015
Financial Advisor and Director of Operations
Allied Medical College Jan 2000 - Jan 2004
Financial Aid Director
Client Service Manager
Clayton Financial Group Jul 1, 2004 - Jul 2015
Financial Advisor and Director of Operations
Allied Medical College Jan 2000 - Jan 2004
Financial Aid Director
Education:
Columbia College 2000 - 2012
Bachelors, Bachelor of Arts, Psychology, Communications Meramec Community College 1998 - 2000
Associates, Psychology, Sociology Affton High School
Bachelors, Bachelor of Arts, Psychology, Communications Meramec Community College 1998 - 2000
Associates, Psychology, Sociology Affton High School
Skills:
Investments
Retirement Planning
Strategic Planning
Wealth Management
Investment Advisory
Portfolio Management
Financial Analysis
Financial Planning
Strategic Financial Planning
Financial Modeling
Asset Management
Customer Service
Management
Financial Risk
Financial Markets
Risk Management
Series 7
Fixed Income
Estate Planning
Marketing
Retirement Planning
Strategic Planning
Wealth Management
Investment Advisory
Portfolio Management
Financial Analysis
Financial Planning
Strategic Financial Planning
Financial Modeling
Asset Management
Customer Service
Management
Financial Risk
Financial Markets
Risk Management
Series 7
Fixed Income
Estate Planning
Marketing
Interests:
Social Services
Children
Civil Rights and Social Action
Environment
Human Rights
Animal Welfare
Arts and Culture
Health
Children
Civil Rights and Social Action
Environment
Human Rights
Animal Welfare
Arts and Culture
Health
Certifications:
Accredited Wealth Management Advisor - Awma®
Registered Paraplanner - Rp®
Registered Paraplanner - Rp®