Resumes
Resumes
Managing Director
View pageLocation:
9008 Englishwood Ct, Brentwood, TN 37027
Industry:
Financial Services
Work:
Ridge Retirement Consultants, Llc Nov 2014 - Dec 2016
Managing Director, Ridge Retirement Consultants, Llc
Pensionmark Financial Group May 2016 - Nov 13, 2016
Managing Director
Raymond James Nov 2014 - May 2016
Financial Advisor, Southwestern Investment Group
Wells Fargo Nov 2012 - Nov 2014
Financial Advisor
Lincoln Financial Group Jun 2011 - Sep 2011
Senior Vice President, Head of Institutional Retirement Solutions Distribution
Managing Director, Ridge Retirement Consultants, Llc
Pensionmark Financial Group May 2016 - Nov 13, 2016
Managing Director
Raymond James Nov 2014 - May 2016
Financial Advisor, Southwestern Investment Group
Wells Fargo Nov 2012 - Nov 2014
Financial Advisor
Lincoln Financial Group Jun 2011 - Sep 2011
Senior Vice President, Head of Institutional Retirement Solutions Distribution
Education:
Drake University 1989 - 1992
Bachelors, Bachelor of Science, Economics, Corporate Finance University of Delaware 1988 - 1989
Allianz Global Investors Center For Behavioral Finance
Bachelors, Bachelor of Science, Economics, Corporate Finance University of Delaware 1988 - 1989
Allianz Global Investors Center For Behavioral Finance
Skills:
Defined Contribution
Retirement Plan Consulting
Defined Benefit
401K
Wealth Management
Financial Advisory
Retirement Planning
Investment Strategies
Mutual Funds
Equities
Bonds
Alternative Investments
Deferred Compensation
Fiduciary Services
Asset Allocation
Pensions
Series 7
Investment Advisory
Retirement Plan Consulting
Defined Benefit
401K
Wealth Management
Financial Advisory
Retirement Planning
Investment Strategies
Mutual Funds
Equities
Bonds
Alternative Investments
Deferred Compensation
Fiduciary Services
Asset Allocation
Pensions
Series 7
Investment Advisory
Certifications:
Accredited Investment Fiduciary