Resumes
Resumes
Financial Advisor
View pageLocation:
500 west Jefferson St, Louisville, KY 40202
Industry:
Financial Services
Work:
Baird
Financial Advisor
Hilliard Lyons Sep 2018 - Oct 2019
Wealth Advisor
Hilliard Lyons Feb 1, 2011 - Sep 2018
Wealth Associate
Transamerica Sep 1999 - Feb 2011
Vice President
Financial Advisor
Hilliard Lyons Sep 2018 - Oct 2019
Wealth Advisor
Hilliard Lyons Feb 1, 2011 - Sep 2018
Wealth Associate
Transamerica Sep 1999 - Feb 2011
Vice President
Education:
University of Louisville Mba 1992 - 1995
Master of Business Administration, Masters University of Louisville 1992 - 1995
Master of Business Administration, Masters Wake Forest University 1984 - 1988
Bachelors, Bachelor of Science, Business Council Rock High School 1980 - 1984
Master of Business Administration, Masters University of Louisville 1992 - 1995
Master of Business Administration, Masters Wake Forest University 1984 - 1988
Bachelors, Bachelor of Science, Business Council Rock High School 1980 - 1984
Skills:
Investments
Wealth Management
Series 7
Portfolio Management
Financial Services
Series 63
Series 66
Series 65
Wealth Management
Series 7
Portfolio Management
Financial Services
Series 63
Series 66
Series 65
Erik Geiser Louisville, KY
View pageWork:
J.J.B. Hilliard, W.L. Lyons, Inc
Louisville, KY
2011 to 2013
Financial Associate
AEGON USA
Louisville, KY
2008 to 2011
Vice President, Product Management and Development
AEGON USA
Louisville, KY
2003 to 2008
Associate Vice President, Product Management and Development
AEGON USA
Louisville, KY
1999 to 2003
Relationship Manager
J.J.B. Hilliard, W.L. Lyons, Inc
Louisville, KY
1996 to 1999
Financial Advisor
Prudential Service Bureau, Inc
Louisville, KY
1990 to 1996
Project Manager, Marketing and Research
Fund-Raising and Management Counsel, Inc
Atlanta, GA
1988 to 1990
Associate Director, Research
Louisville, KY
2011 to 2013
Financial Associate
AEGON USA
Louisville, KY
2008 to 2011
Vice President, Product Management and Development
AEGON USA
Louisville, KY
2003 to 2008
Associate Vice President, Product Management and Development
AEGON USA
Louisville, KY
1999 to 2003
Relationship Manager
J.J.B. Hilliard, W.L. Lyons, Inc
Louisville, KY
1996 to 1999
Financial Advisor
Prudential Service Bureau, Inc
Louisville, KY
1990 to 1996
Project Manager, Marketing and Research
Fund-Raising and Management Counsel, Inc
Atlanta, GA
1988 to 1990
Associate Director, Research
Education:
University of Louisville
Louisville, KY
Dec 1995
Master of Business Administration
Wake Forest University
Winston-Salem, NC
May 1988
Bachelor of Science in Business
Louisville, KY
Dec 1995
Master of Business Administration
Wake Forest University
Winston-Salem, NC
May 1988
Bachelor of Science in Business