Location:
734 Tidewater Ct, Ponte Vedra Beach, FL 32082
Industry:
Financial Services
Work:
Fidelity Investments
Fili Investment Solutions Consultant
Merrill Lynch
Avp, Business Development Internal
Merrill Lynch May 2013 - Jan 2016
Avp, Retirement Internal Specialist
Lincoln Financial Distributors Jan 2011 - May 2013
Internal Wholesaler
Lincoln Financial Distributors Aug 2010 - Jan 2011
Inbound Sales Representative
Education:
Florida State University 2006
Florida State University - College of Business 2003 - 2006
Bachelors, Bachelor of Science, Marketing
Winter Springs High School 2003
Skills:
Series 63
Retirement
Retirement Planning
Financial Advisory
Series 7
Fixed Annuities
Series 6
Finance
Investments
Asset Allocation
Wealth Management
Mutual Funds
Sales
Insurance
Financial Services
Financial Planning
Certifications:
Series 7
Series 63
Series 65
Fl/Nj/Ny/Pa Annuity and Health Insurance License
Crpc
Financial Industry Regulatory Authority (Finra)
College For Financial Planning