Resumes
Resumes
Senior Director
View pageLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Thrivent Financial since Dec 2005
Financial Consultant
Financial Consultant
Education:
Bryant University 2001 - 2005
B.A., Accounting
B.A., Accounting
Skills:
Finance
Wealth Management
Retirement Planning
Retirement
Investments
Financial Services
Mutual Funds
Financial Analysis
Estate Planning
Strategic Financial Planning
401K
Insurance
Investment Strategies
Asset Allocation
Investment Advisory
Life Insurance
Fixed Annuities
Uniform Combined State Law
Series 7
Series 63
Wealth Management
Retirement Planning
Retirement
Investments
Financial Services
Mutual Funds
Financial Analysis
Estate Planning
Strategic Financial Planning
401K
Insurance
Investment Strategies
Asset Allocation
Investment Advisory
Life Insurance
Fixed Annuities
Uniform Combined State Law
Series 7
Series 63
Interests:
Skiing
Squash
Tennis
Golf
Platform Tennis
Squash
Tennis
Golf
Platform Tennis