Resumes
Resumes
Partner - Vice President
View pageLocation:
Portsmouth, NH
Industry:
Financial Services
Work:
Merrill Lynch Apr 2012 - Mar 2019
Senior Registered Client Associate
Steward Partners Global Advisory Apr 2012 - Mar 2019
Partner - Vice President
Merrill Lynch May 2002 - Apr 2012
Registered Client Associate
Merrill Lynch Feb 2000 - Apr 2002
Client Associate
Senior Registered Client Associate
Steward Partners Global Advisory Apr 2012 - Mar 2019
Partner - Vice President
Merrill Lynch May 2002 - Apr 2012
Registered Client Associate
Merrill Lynch Feb 2000 - Apr 2002
Client Associate
Education:
West Virginia Wesleyan College 1995 - 1999
Bachelors, Bachelor of Arts, Sociology
Bachelors, Bachelor of Arts, Sociology
Skills:
Investments
Wealth Management
Financial Services
Mutual Funds
Strategic Financial Planning
Portfolio Management
Securities
Equities
Insurance
Retirement Planning
Asset Allocation
401K
Financial Planning
Life Insurance
Investment Advisory
Bloomberg
Team Building
Uniform Combined State Law
Wealth Management Services
Iras
Variable Annuities
Etfs
Series 7
Relationship Management
Wealth Management
Financial Services
Mutual Funds
Strategic Financial Planning
Portfolio Management
Securities
Equities
Insurance
Retirement Planning
Asset Allocation
401K
Financial Planning
Life Insurance
Investment Advisory
Bloomberg
Team Building
Uniform Combined State Law
Wealth Management Services
Iras
Variable Annuities
Etfs
Series 7
Relationship Management