Resumes
Resumes
Vice President, Wealth Management Advisor, Crpc
View pageLocation:
Las Vegas, NV
Industry:
Financial Services
Work:
Merrill Lynch - Las Vegas, Nevada Area since Jan 2012
Vice President, Wealth Management Advisor, CRPC, CSNA- Founding member of The Faulis Shydler Group
Merrill Lynch Aug 2009 - Jan 2012
AVP, Financial Advisor
Banc of America Investments Feb 2008 - Aug 2009
Financial Advisor
DPFG - Las Vegas, Nevada Area Jun 2007 - Dec 2007
Financial Analyst
USA Mortgage Jun 2005 - Jun 2007
Mortgage Loan Officer
Vice President, Wealth Management Advisor, CRPC, CSNA- Founding member of The Faulis Shydler Group
Merrill Lynch Aug 2009 - Jan 2012
AVP, Financial Advisor
Banc of America Investments Feb 2008 - Aug 2009
Financial Advisor
DPFG - Las Vegas, Nevada Area Jun 2007 - Dec 2007
Financial Analyst
USA Mortgage Jun 2005 - Jun 2007
Mortgage Loan Officer
Education:
San Diego State University 2002 - 2005
BS, Finance; empashis in Financial Services 2005 Bishop Gorman High School 1995 - 1999
BS, Finance; empashis in Financial Services 2005 Bishop Gorman High School 1995 - 1999
Skills:
Estate Planning
Investments
Financial Planning
Insurance
Asset Protection
Asset Management
Wealth Management
Retirement
Banking
Planning
Series 7
Retirement Planning
Mortgage
Annuities
Investment Strategies
Bonds
Asset Allocation
Portfolio Management
Asset Managment
Strategic Financial Planning
Mortgage Lending
Investment Management
Fixed Annuities
Finance
Credit
Retail Banking
Investment Advisory
Series 63
Project Planning
Financial Advisory
Wealth Management Services
Mutual Funds
Securities
Financial Planners
Investments
Financial Planning
Insurance
Asset Protection
Asset Management
Wealth Management
Retirement
Banking
Planning
Series 7
Retirement Planning
Mortgage
Annuities
Investment Strategies
Bonds
Asset Allocation
Portfolio Management
Asset Managment
Strategic Financial Planning
Mortgage Lending
Investment Management
Fixed Annuities
Finance
Credit
Retail Banking
Investment Advisory
Series 63
Project Planning
Financial Advisory
Wealth Management Services
Mutual Funds
Securities
Financial Planners
Languages:
English
Vice President, Wealth Management Advisor, Crpc , Csna, Founding Member Of The Faulis Shydler Group
View pageLocation:
Las Vegas, NV
Industry:
Financial Services
Work:
Merrill Lynch
Vice President, Wealth Management Advisor, Crpc , Csna, Founding Member of the Faulis Shydler Group
Vice President, Wealth Management Advisor, Crpc , Csna, Founding Member of the Faulis Shydler Group
Education:
San Diego State University 2002 - 2005
Bachelors, Bachelor of Science, Business Bishop Gorman High School 1995 - 1999
Bachelors, Bachelor of Science, Business Bishop Gorman High School 1995 - 1999
Skills:
Retirement Income Planning
Estate and Wealth Structuring
Investing For Women
Women and Wealth
Divorce Wealth Management Planning
Wealth Planning and Estate Planning Services
Family Wealth Management Strategies
Income Strategy During Retirement Years
Personal Retirement Counselor
Income Planning
Retirement Income
Wealth Management
Investment Management
Customized Wealth Strategies
Generational Wealth Planning
Goals Based Wealth Management
Advice and Guidance
Portfolio Management and Retirement Planning
Estate and Wealth Structuring
Investing For Women
Women and Wealth
Divorce Wealth Management Planning
Wealth Planning and Estate Planning Services
Family Wealth Management Strategies
Income Strategy During Retirement Years
Personal Retirement Counselor
Income Planning
Retirement Income
Wealth Management
Investment Management
Customized Wealth Strategies
Generational Wealth Planning
Goals Based Wealth Management
Advice and Guidance
Portfolio Management and Retirement Planning
Languages:
English
Spanish
Spanish
Certifications:
Certified Financial Planner
Certified Plan Fiduciary Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor
Certified Plan Fiduciary Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor