Resumes
Resumes
Financial Advisor
View pageLocation:
Indianapolis, IN
Industry:
Financial Services
Work:
Bluesafe Financial Llc
Financial Advisor
Allstate Financial
Personal Financial Representative
Horizon Planning Group Sep 2017 - May 2018
Financial Representative
Sheaff Brock Investment Advisors Sep 1, 2013 - Sep 2017
Vice President Client Services With Sheaff Brock Investment Advisors, Llc
Edward Jones Jan 2013 - Jul 2013
Financial Advisor
Financial Advisor
Allstate Financial
Personal Financial Representative
Horizon Planning Group Sep 2017 - May 2018
Financial Representative
Sheaff Brock Investment Advisors Sep 1, 2013 - Sep 2017
Vice President Client Services With Sheaff Brock Investment Advisors, Llc
Edward Jones Jan 2013 - Jul 2013
Financial Advisor
Education:
The American College of Financial Services 2013 - 2019
The American College of Financial Services 2012 - 2016
Indiana University 1995 - 1997
Bachelors, General Studies
The American College of Financial Services 2012 - 2016
Indiana University 1995 - 1997
Bachelors, General Studies
Skills:
Selling Skills
Customer Service
Microsoft Excel
Account Management
Microsoft Office
Outlook
Powerpoint
Microsoft Word
Operations Management
Negotiation
Finance
Shipping
Mutual Funds
Sales
Series 7
Series 63
Series 65
Life Insurance
Long Term Care Insurance
Fixed Annuities
Variable Annuities
Indexed Annuities
Customer Service
Microsoft Excel
Account Management
Microsoft Office
Outlook
Powerpoint
Microsoft Word
Operations Management
Negotiation
Finance
Shipping
Mutual Funds
Sales
Series 7
Series 63
Series 65
Life Insurance
Long Term Care Insurance
Fixed Annuities
Variable Annuities
Indexed Annuities
Interests:
Backpacking
Jogging
Racquetball
Hiking
Camping
Weight Lifting
Jogging
Racquetball
Hiking
Camping
Weight Lifting