Resumes
Resumes
Vice President - Financial Consultant At Charles Schwab And Co., Inc
View pageLocation:
43251 Crescent Blvd, Novi, MI 48375
Industry:
Financial Services
Work:
Charles Schwab
Vice President - Financial Consultant at Charles Schwab and Co., Inc
Vice President - Financial Consultant at Charles Schwab and Co., Inc
Education:
Arizona State University - W. P. Carey School of Business 2011 - 2013
Master of Business Administration, Masters, Finance University of Colorado Boulder 2004 - 2008
Monarch High School 2000 - 2004
Master of Business Administration, Masters, Finance University of Colorado Boulder 2004 - 2008
Monarch High School 2000 - 2004
Skills:
Recruiting
Charitable Giving
Investments
Series 7
College Planning
Asset Allocation
Mutual Funds
Strategy
Executive Compensation Planning
401K Rollovers
Series 63
Banking and Credit Management
Titling and Beneficiary Designations
Trading Platform Specialist
Small Business Retirement Plans
Charitable Giving
Investments
Series 7
College Planning
Asset Allocation
Mutual Funds
Strategy
Executive Compensation Planning
401K Rollovers
Series 63
Banking and Credit Management
Titling and Beneficiary Designations
Trading Platform Specialist
Small Business Retirement Plans
Certifications:
Accredited Asset Management Specialist Aams
Certified Financial Planner(Tm)
The College For Financial Planning
Cfp Board, License 256088
License 256088
Certified Financial Planner(Tm)
The College For Financial Planning
Cfp Board, License 256088
License 256088
Registered Representives At Charles Schwab
View pageLocation:
Groraum Denver und Umgebung
Industry:
Finanzdienstleistungen