Resumes
Resumes
Financial Planner
View pageLocation:
Atlanta, GA
Industry:
Financial Services
Work:
Synovus
Financial Planner
Synovus Feb 2017 - 2019
Financial Planning Analyst Iii
Wells Fargo Apr 2016 - Feb 2017
Regional Bank Private Banker and Brokerage Associate
Jpmorgan Chase & Co. Feb 2013 - Dec 2015
Vice President and Private Client Banker, Small Business Specialist
Jpmorgan Chase & Co. Feb 2011 - Feb 2013
Vice President - Investments and Financial Advisor Associate
Financial Planner
Synovus Feb 2017 - 2019
Financial Planning Analyst Iii
Wells Fargo Apr 2016 - Feb 2017
Regional Bank Private Banker and Brokerage Associate
Jpmorgan Chase & Co. Feb 2013 - Dec 2015
Vice President and Private Client Banker, Small Business Specialist
Jpmorgan Chase & Co. Feb 2011 - Feb 2013
Vice President - Investments and Financial Advisor Associate
Education:
The University of Georgia 2016 - 2018
Master of Science, Masters University of Georgia - Terry College of Business 2012 - 2013
Augusta University 1999 - 2004
Bachelors, Bachelor of Business Administration, Finance
Master of Science, Masters University of Georgia - Terry College of Business 2012 - 2013
Augusta University 1999 - 2004
Bachelors, Bachelor of Business Administration, Finance
Skills:
Certified Financial Planner
Financial Planning
Investments
Insurance
Lines of Credit
Retirement Planning
Wealth Management
Cash Flow Management
Finance
Series 7
Series 63
Securities
Leadership
Small Business
Private Banking
Banking
Small Business Lending
Credit
Financial Planning
Investments
Insurance
Lines of Credit
Retirement Planning
Wealth Management
Cash Flow Management
Finance
Series 7
Series 63
Securities
Leadership
Small Business
Private Banking
Banking
Small Business Lending
Credit
Certifications:
Certified Financial Planner™
Series 7
Series 66
Series 63
Cfp Board
Financial Industry Regulatory Authority (Finra)
Series 7
Series 66
Series 63
Cfp Board
Financial Industry Regulatory Authority (Finra)