Resumes
Resumes

Associate Financial Advisor
View pageLocation:
Phoenix, AZ
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
Associate Financial Advisor
Providus Advisors Nov 2013 - Jul 2014
Operations Manager
Ameriprise Financial Services, Inc. Oct 2012 - Oct 2013
Paraplanner
Ameriprise Financial Services, Inc. Oct 2010 - Oct 2012
Executive Assistant
Associate Financial Advisor
Providus Advisors Nov 2013 - Jul 2014
Operations Manager
Ameriprise Financial Services, Inc. Oct 2012 - Oct 2013
Paraplanner
Ameriprise Financial Services, Inc. Oct 2010 - Oct 2012
Executive Assistant
Education:
Arizona State University 2008 - 2011
Bachelors, Bachelor of Science, Finance St. Cloud State University 2005 - 2007
Associates, Associate of Arts
Bachelors, Bachelor of Science, Finance St. Cloud State University 2005 - 2007
Associates, Associate of Arts
Skills:
Retirement Planning
Series 7
Wealth Management
Investments
Financial Services
Insurance
Retirement
Mutual Funds
Securities
Strategic Financial Planning
Financial Advisory
Series 7
Wealth Management
Investments
Financial Services
Insurance
Retirement
Mutual Funds
Securities
Strategic Financial Planning
Financial Advisory