Resumes
Resumes
Financial Advisor
View pageLocation:
Gerald, MO
Industry:
Financial Services
Work:
Raymond James Financial Services, Inc. - Springfield, Missouri Area since Oct 2002
Financial Advisor
Lucas Milhaupt Mar 2000 - Sep 2002
Controller
Cooper Power Systems Oct 1997 - Mar 2000
Cost Accounting Manager
Cooper Industries Mar 1995 - Oct 1997
Internal Auditor
KPMG Peat Marwick Jun 1991 - Mar 1995
Supervising Senior Accountant
Financial Advisor
Lucas Milhaupt Mar 2000 - Sep 2002
Controller
Cooper Power Systems Oct 1997 - Mar 2000
Cost Accounting Manager
Cooper Industries Mar 1995 - Oct 1997
Internal Auditor
KPMG Peat Marwick Jun 1991 - Mar 1995
Supervising Senior Accountant
Education:
Marquette University 1998 - 2001
MBA University of Missouri-Columbia, College of Business 1987 - 1991
BS, Accountancy
MBA University of Missouri-Columbia, College of Business 1987 - 1991
BS, Accountancy
Skills:
Financial Advisory
Portfolio Management
Finance
Retirement
Strategic Financial Planning
Insurance
Financial Analysis
Securities
Retirement Planning
Wealth
Life Insurance
Series 7
Financial Planners
Small Business
Mutual Funds
Wealth Management
Financial Risk
Long Term Care
Tax
Investments
Investment Advisory
Disability Insurance
Finra
Estate Planning
Mergers and Acquisitions
Asset Management
Asset Allocation
Asset Managment
Financial Planning
Financial Goals
Trading
Portfolio Management
Finance
Retirement
Strategic Financial Planning
Insurance
Financial Analysis
Securities
Retirement Planning
Wealth
Life Insurance
Series 7
Financial Planners
Small Business
Mutual Funds
Wealth Management
Financial Risk
Long Term Care
Tax
Investments
Investment Advisory
Disability Insurance
Finra
Estate Planning
Mergers and Acquisitions
Asset Management
Asset Allocation
Asset Managment
Financial Planning
Financial Goals
Trading
Interests:
Missouri Tiger Sports
Certifications:
Certified Public Accountant