Resumes
Resumes
Financial Advisor
View pageLocation:
444 Mariner Point Dr, Clinton, TN 37716
Industry:
Financial Services
Work:
Edward Jones
Financial Advisor
J.p. Morgan Asset Management
Investment Professional
Jpmorgan Chase & Co. Jul 2011 - May 2015
Trust Administrator
J.p. Morgan Mar 2000 - Jul 2011
Portfolio Specialist
Financial Advisor
J.p. Morgan Asset Management
Investment Professional
Jpmorgan Chase & Co. Jul 2011 - May 2015
Trust Administrator
J.p. Morgan Mar 2000 - Jul 2011
Portfolio Specialist
Education:
Roberts Wesleyan College 2011 - 2013
Bachelor of Applied Science, Bachelors, Bachelor of Science, Business, Organizational Management New Covenant Christian School
Monroe Community College
Bachelor of Applied Science, Bachelors, Bachelor of Science, Business, Organizational Management New Covenant Christian School
Monroe Community College
Skills:
Trust Services
Securities
Banking
Mutual Funds
Investments
Loans
Portfolio Management
Retirement Planning
Bloomberg
Wealth Management Services
Equities
Private Banking
Exceptional People Skills
Asset Allocation
Investment Advisory
Asset Management
Securities
Banking
Mutual Funds
Investments
Loans
Portfolio Management
Retirement Planning
Bloomberg
Wealth Management Services
Equities
Private Banking
Exceptional People Skills
Asset Allocation
Investment Advisory
Asset Management
Certifications:
General Securities Registered Representative
Notary Public
License Series 7 and 63
Financial Industry Regulatory Authority (Finra), License Series 7 and 63
State of New York Department of State
Notary Public
License Series 7 and 63
Financial Industry Regulatory Authority (Finra), License Series 7 and 63
State of New York Department of State