Resumes
Resumes
Financial Advisor
View pageLocation:
9830 Ridgewood Dr, Twinsburg, OH 44087
Industry:
Financial Services
Work:
Balanced Financial Concepts
Financial Advisor
Jaincotech India Apr 2005 - Nov 2008
Account Director
National Biochemicals Corp. Sep 2003 - Apr 2005
Technical Sales Representative
National City Bank Jun 2002 - Aug 2002
Database Marketing Research Assistant
Financial Advisor
Jaincotech India Apr 2005 - Nov 2008
Account Director
National Biochemicals Corp. Sep 2003 - Apr 2005
Technical Sales Representative
National City Bank Jun 2002 - Aug 2002
Database Marketing Research Assistant
Education:
The Ohio State University 1999 - 2003
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Skills:
Customer Service
Wealth Management
Financial Planning
Investment Management
Investment Analysis
Insurance Review
Retirement Planning
College Education Planning
Insurance Policies
Wealth Management
Financial Planning
Investment Management
Investment Analysis
Insurance Review
Retirement Planning
College Education Planning
Insurance Policies
Languages:
English
Spanish
Spanish
Certifications:
Certified Wealth Strategist
Accredited Investment Fiduciary (Aif®)
Series 7 Registration
Series 63 Registration
Series 65 Registration
Cannon Financial Institute
Fi360
Financial Industry Regulatory Authority (Finra)
Nasaa
Accredited Investment Fiduciary (Aif®)
Series 7 Registration
Series 63 Registration
Series 65 Registration
Cannon Financial Institute
Fi360
Financial Industry Regulatory Authority (Finra)
Nasaa