Resumes
Resumes
Investment Associate, Vice President
View pageLocation:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
Merrill Lynch
Investment Associate, Vice President
Investment Associate, Vice President
Education:
University of California System 1997 - 1999
Bachelors University of California, Los Angeles 1997 - 1999
Bachelors University of California, Los Angeles 1997 - 1999
Skills:
Goals Based Planning
Multigenerational Wealth Planning
High Net Worth Wealth Planning
Future Cash Flow Analysis
Women In Transition
Private Family Wealth Management
Multigenerational Wealth Planning
High Net Worth Wealth Planning
Future Cash Flow Analysis
Women In Transition
Private Family Wealth Management
Certifications:
Certified Financial Planner