Resumes
Resumes
Associate Wealth Management Advisor
View pageLocation:
Spokane, WA
Industry:
Financial Services
Work:
Northwestern Mutual
Associate Wealth Management Advisor
Edward Jones Nov 1, 2014 - Feb 2016
Financial Advisor
Edward Jones Nov 2004 - Nov 2014
Office Administrator
Citi Financial Jan 2003 - Jun 2004
Loan Officer
Associate Wealth Management Advisor
Edward Jones Nov 1, 2014 - Feb 2016
Financial Advisor
Edward Jones Nov 2004 - Nov 2014
Office Administrator
Citi Financial Jan 2003 - Jun 2004
Loan Officer
Education:
Western Washington University 1987 - 1991
Bachelors, Bachelor of Arts
Bachelors, Bachelor of Arts
Skills:
Equities
Fixed Income
Mutual Funds
Life Insurance
Education Savings
Long Term Care Insurance
Traditional Iras
Roth Iras
Estate Considerations
Retirement Planning
Financial Advisory
Investments
Wealth Management
Financial Planning
Insurance
Microsoft Office
Leadership
Customer Service
Microsoft Excel
Microsoft Outlook
Fixed Income
Mutual Funds
Life Insurance
Education Savings
Long Term Care Insurance
Traditional Iras
Roth Iras
Estate Considerations
Retirement Planning
Financial Advisory
Investments
Wealth Management
Financial Planning
Insurance
Microsoft Office
Leadership
Customer Service
Microsoft Excel
Microsoft Outlook
Certifications:
Series 7 and Series 66 Licensed
Co President
View pageLocation:
Philadelphia, PA
Industry:
Consumer Goods
Work:
The Sniff Shack
Owner and Co-President
The Sniff Shack
Co President
Tomboy Tools Oct 2004 - Oct 2010
Vice President, Corporate Sales and Business Development
Rr Donnelley Oct 2004 - Oct 2010
Director of Field Operations and Customer Service
Adp Jan 2001 - Dec 2002
Major Account District Manager
Owner and Co-President
The Sniff Shack
Co President
Tomboy Tools Oct 2004 - Oct 2010
Vice President, Corporate Sales and Business Development
Rr Donnelley Oct 2004 - Oct 2010
Director of Field Operations and Customer Service
Adp Jan 2001 - Dec 2002
Major Account District Manager
Education:
University of Indianapolis - School of Business 1984 - 1988
Bachelors, Bachelor of Science, Business, Communications
Bachelors, Bachelor of Science, Business, Communications
Skills:
Marketing
Marketing Strategy
Leadership
Account Management
Social Media Marketing
Marketing Communications
Coaching
Team Building
Business Development
Sales
Customer Service
Team Leadership
Customer Relationship Management
Management
Cross Functional Team Leadership
Strategic Partnerships
Training
Advertising
Social Media
Lead Generation
Online Marketing
Project Management
Strategic Planning
Marketing Strategy
Leadership
Account Management
Social Media Marketing
Marketing Communications
Coaching
Team Building
Business Development
Sales
Customer Service
Team Leadership
Customer Relationship Management
Management
Cross Functional Team Leadership
Strategic Partnerships
Training
Advertising
Social Media
Lead Generation
Online Marketing
Project Management
Strategic Planning
Jennifer Imel
View page