Resumes
Resumes
Senior Director, National Head Of Advisors
View pageLocation:
St Petersburg, FL
Industry:
Financial Services
Work:
Rsm Us Llp
Senior Director, National Head of Advisors
Raymond James Mar 2019 - May 2019
Coo, Senior Vice President, Investment Advisors Division
Raymond James Mar 2018 - Mar 2019
Svp, Head of the Investment Advisors Division
Raymond James Aug 2015 - Mar 2018
Svp, Strategic Growth
Fidelity Investments Jul 1, 2012 - Jul 2015
Vice President, Senior Relationship Manager
Senior Director, National Head of Advisors
Raymond James Mar 2019 - May 2019
Coo, Senior Vice President, Investment Advisors Division
Raymond James Mar 2018 - Mar 2019
Svp, Head of the Investment Advisors Division
Raymond James Aug 2015 - Mar 2018
Svp, Strategic Growth
Fidelity Investments Jul 1, 2012 - Jul 2015
Vice President, Senior Relationship Manager
Education:
Mount Holyoke College
Bachelors, Bachelor of Arts, Economics
Bachelors, Bachelor of Arts, Economics
Skills:
Asset Management
Investments
Portfolio Management
Asset Allocation
Wealth Management
Mutual Funds
Business Development
Investment Advisory
Series 7
Alternative Investments
High Net Worth Individuals
Financial Services
Series 63
Equities
Relationship Management
Securities
Investment Strategies
Retirement
Strategic Financial Planning
Trust Services
Investments
Portfolio Management
Asset Allocation
Wealth Management
Mutual Funds
Business Development
Investment Advisory
Series 7
Alternative Investments
High Net Worth Individuals
Financial Services
Series 63
Equities
Relationship Management
Securities
Investment Strategies
Retirement
Strategic Financial Planning
Trust Services
Interests:
Golf
Synchronized Skating
Needlepoint
Synchronized Skating
Needlepoint
Certifications:
Certified Financial Planner®
Series 7
Series 63
Series 65
Certified Financial Plannerâ®
Series 7
Series 63
Series 65
Certified Financial Plannerâ®
Maria Daley
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Maria Daley
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Maria Daley
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Maria Daley
View pageLocation:
United States