Resumes
Resumes
Financial Advisor
View pageLocation:
6211 Sun Blvd, Saint Petersburg, FL 33715
Industry:
Financial Services
Work:
Wealthspan Financial Group
Financial Advisor
Raymond James Aug 2012 - Apr 2014
Financial Advisor, Rjfs and Assoc Vice President Ipm
Merrill Lynch Aug 2007 - Dec 2008
Financial Advisor
Ameriprise Financial Services, Inc. Jan 2005 - Aug 2007
Financial Advisor
Bd Sep 1998 - Mar 2000
Director, Financial Reengineering
Financial Advisor
Raymond James Aug 2012 - Apr 2014
Financial Advisor, Rjfs and Assoc Vice President Ipm
Merrill Lynch Aug 2007 - Dec 2008
Financial Advisor
Ameriprise Financial Services, Inc. Jan 2005 - Aug 2007
Financial Advisor
Bd Sep 1998 - Mar 2000
Director, Financial Reengineering
Education:
Columbia University 1984
Master of Business Administration, Masters, Accounting, Finance Columbia Business School 1982 - 1984
Master of Business Administration, Masters, Finance General Motors Institute of Technology 1977 - 1982
Bachelor of Mechanical Engineering, Bachelors, Mechanical Engineering Bel Air High School
General Motors Institute
Master of Business Administration, Masters, Accounting, Finance Columbia Business School 1982 - 1984
Master of Business Administration, Masters, Finance General Motors Institute of Technology 1977 - 1982
Bachelor of Mechanical Engineering, Bachelors, Mechanical Engineering Bel Air High School
General Motors Institute
Skills:
Strategic Financial Planning
Personal Financial Planning
Financial Analysis
Business Process Improvement
Personal Financial Planning
Financial Analysis
Business Process Improvement
Interests:
Golf
Theater
Motorcycle Riding
Theater
Motorcycle Riding