Resumes
Resumes
Senior Financial Advisor, Senior Vice President - Wealth Management
View pageLocation:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Merrill Lynch
Senior Financial Advisor, Senior Vice President - Wealth Management
Senior Financial Advisor, Senior Vice President - Wealth Management
Education:
London Business School 1999 - 2001
Master of Business Administration, Masters, Finance Vanderbilt University 1991 - 1995
Bachelors, Bachelor of Arts, History The Bolles School 1991
Navy Supply Corps School
Master of Business Administration, Masters, Finance Vanderbilt University 1991 - 1995
Bachelors, Bachelor of Arts, History The Bolles School 1991
Navy Supply Corps School
Skills:
Alternative Investments
Series 63
Fixed Income
Retirement Planning
Financial Planning
Portfolio Management
Investments
Finance
Asset Allocation
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Uniform Combined State Law
Strategic Financial Planning
Investment Strategies
Retirement
Services
Series 7
Securities
Series 63
Fixed Income
Retirement Planning
Financial Planning
Portfolio Management
Investments
Finance
Asset Allocation
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Uniform Combined State Law
Strategic Financial Planning
Investment Strategies
Retirement
Services
Series 7
Securities
Interests:
Sailing
Running
Running
Languages:
English
Certifications:
Merrill Lynch Internal
Personal Investment Advisor
Personal Investment Advisor