Resumes
Resumes
Vice President, Private Wealth Advisor
View pageLocation:
Waterford, WI
Industry:
Financial Services
Work:
U.s. Bank
Vice President, Private Wealth Advisor
Tiaa
Wealth Management Advisor
Pnc May 1, 2013 - Aug 2015
Vice President, Financial Specialist Team Manager
Pnc Aug 2010 - May 2013
Financial Advisor, Vice President
Jpmorgan Chase & Co. Aug 2006 - Aug 2010
Financial Advisor, Vice President
Vice President, Private Wealth Advisor
Tiaa
Wealth Management Advisor
Pnc May 1, 2013 - Aug 2015
Vice President, Financial Specialist Team Manager
Pnc Aug 2010 - May 2013
Financial Advisor, Vice President
Jpmorgan Chase & Co. Aug 2006 - Aug 2010
Financial Advisor, Vice President
Education:
University of Wisconsin - Stevens Point 1999 - 2002
Bachelors, Organizational Communications, Public Relations Carroll University 1998 - 1999
Muskego High School 1994 - 1998
Bachelors, Organizational Communications, Public Relations Carroll University 1998 - 1999
Muskego High School 1994 - 1998
Skills:
Financial Services
Investments
Finance
Sales
Credit
Loans
Financial Analysis
Risk Management
Team Management
Banking
Wealth Management
Small Business Lending
Consumer Lending
Retail Banking
Financial Planning
Recruiting
Change Management
Portfolio Management
Management
Series 7
Relationship Management
Series 24
Series 66
Life Insurance
Credit Analysis
Mortgage Lending
Commercial Lending
Leadership
Customer Service
Financial Advisory
English
Investments
Finance
Sales
Credit
Loans
Financial Analysis
Risk Management
Team Management
Banking
Wealth Management
Small Business Lending
Consumer Lending
Retail Banking
Financial Planning
Recruiting
Change Management
Portfolio Management
Management
Series 7
Relationship Management
Series 24
Series 66
Life Insurance
Credit Analysis
Mortgage Lending
Commercial Lending
Leadership
Customer Service
Financial Advisory
English
Interests:
Children
Economic Empowerment
Environment
Education
Arts and Culture
Health
Economic Empowerment
Environment
Education
Arts and Culture
Health
Languages:
English