Resumes
Resumes
Assistant To Advisor And Office Manager
View pageLocation:
Wilmington, DE
Industry:
Financial Services
Work:
Ameriprise Financial since Sep 2008
Assistant to Advisor/Office Manager
Kontrax Consulting International Jul 2008 - Sep 2008
Consultant
Penn State University Aug 2007 - 2008
Non-Profit Master Gardener DelCo Volunteer
Wilmington Trust Company Feb 2006 - Jun 2007
Financial Sales Consultant
SEI Investments, Inc. Mar 2005 - May 2005
Mutual Fund Accountant
Assistant to Advisor/Office Manager
Kontrax Consulting International Jul 2008 - Sep 2008
Consultant
Penn State University Aug 2007 - 2008
Non-Profit Master Gardener DelCo Volunteer
Wilmington Trust Company Feb 2006 - Jun 2007
Financial Sales Consultant
SEI Investments, Inc. Mar 2005 - May 2005
Mutual Fund Accountant
Education:
West Chester University of Pennsylvania 2002 - 2004
BS, FinanceFinished degree in 3 years while running my business,
BS, FinanceFinished degree in 3 years while running my business,
Skills:
Employee Benefits
Leadership
Series 7
Series 6
Asset Allocation
Mutual Funds
Series 63
Retirement Planning
Estate Planning
Wealth Management
Leadership
Series 7
Series 6
Asset Allocation
Mutual Funds
Series 63
Retirement Planning
Estate Planning
Wealth Management
Interests:
Investing
Gardening
Alpine and Nordic Skiing
Team Building Exercises
Traditional Rug Hooking
Efficiency Training
Gardening
Alpine and Nordic Skiing
Team Building Exercises
Traditional Rug Hooking
Efficiency Training