Resumes
Resumes

Wealth Management Advisor
View pageLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Northwestern Mutual since Aug 2013
Financial Representative
Decision Lens - Washington D.C. Metro Area Nov 2010 - Jul 2013
Director, Sales & Business Development
IntraLinks - Washington D.C. Metro Area Feb 2010 - Nov 2010
Sales Executive
FactSet Research Systems Apr 2006 - Feb 2010
VP, Sales Manager
FactSet Research Systems Jan 2003 - Apr 2006
Institutional Sales
Financial Representative
Decision Lens - Washington D.C. Metro Area Nov 2010 - Jul 2013
Director, Sales & Business Development
IntraLinks - Washington D.C. Metro Area Feb 2010 - Nov 2010
Sales Executive
FactSet Research Systems Apr 2006 - Feb 2010
VP, Sales Manager
FactSet Research Systems Jan 2003 - Apr 2006
Institutional Sales
Education:
James Madison University 1996 - 2000
BBA, Finance James Madison University - College of Business 1996 - 2000
Oakton High
BBA, Finance James Madison University - College of Business 1996 - 2000
Oakton High
Skills:
Goals Based Financial Planning
Public Speaking
Financial Advising
Business Development
Sales
Risk Management
Permanent Life Insurance
Investments
Finance
401K
Asset Management
Asset Protection
Bonds
Cash Management
Consulting
Convertible Bonds
Disability Insurance
Due Diligence
Education Funding
Employee Benefits
Estate Planning
Executive Benefit Strategies
Financial Services
Fixed Annuities
Group Benefit Plans
Investment Management
Investment Strategies
Life Insurance
Long Term Business Planning
Long Term Care Insurance
Money Market Accounts
Money Market Funds
Mutual Funds
Retirement Benefits
Retirement Income Strategies
Retirement Plan Consulting
Retirement Planning
Retirement Savings
Stock Management
Stock Market
Stocks
Strategic Consulting
Succession Planning
Term Life Insurance
Trust Services
Variable Annuities
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Bond Market
Public Speaking
Financial Advising
Business Development
Sales
Risk Management
Permanent Life Insurance
Investments
Finance
401K
Asset Management
Asset Protection
Bonds
Cash Management
Consulting
Convertible Bonds
Disability Insurance
Due Diligence
Education Funding
Employee Benefits
Estate Planning
Executive Benefit Strategies
Financial Services
Fixed Annuities
Group Benefit Plans
Investment Management
Investment Strategies
Life Insurance
Long Term Business Planning
Long Term Care Insurance
Money Market Accounts
Money Market Funds
Mutual Funds
Retirement Benefits
Retirement Income Strategies
Retirement Plan Consulting
Retirement Planning
Retirement Savings
Stock Management
Stock Market
Stocks
Strategic Consulting
Succession Planning
Term Life Insurance
Trust Services
Variable Annuities
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Bond Market
Certifications:
Series 6, 7, 63, 65