Resumes
Resumes
Client Management Representative With Portfolio Advisory Services
View pageLocation:
4320 Center Key Rd, Winter Park, FL 32792
Industry:
Financial Services
Work:
Fidelity Investments Jul 2013 - Jan 2015
High Net Worth
Fidelity Investments Jul 2013 - Jan 2015
Client Management Representative With Portfolio Advisory Services
Fidelity Investments Sep 1, 2012 - Jul 2013
Financial Representative
Frontier Communications Apr 2012 - Oct 2012
Marketing and Product Development Intern
Brooks Brothers Jan 2008 - Jan 2010
Sales Associate
High Net Worth
Fidelity Investments Jul 2013 - Jan 2015
Client Management Representative With Portfolio Advisory Services
Fidelity Investments Sep 1, 2012 - Jul 2013
Financial Representative
Frontier Communications Apr 2012 - Oct 2012
Marketing and Product Development Intern
Brooks Brothers Jan 2008 - Jan 2010
Sales Associate
Education:
Jacksonville University 2016 - 2018
Master of Business Administration, Masters, Finance Ucf College of Business 2008 - 2012
Master of Business Administration, Masters, Finance Ucf College of Business 2008 - 2012
Skills:
Financial Planning
Financial Analysis
Financial Services
Leadership
Sales
Marketing
Microsoft Excel
Financial Analysis
Financial Services
Leadership
Sales
Marketing
Microsoft Excel
Certifications:
Cfp Board, License 232940
Certified Financial Planner
License 232940
Certified Financial Planner
License 232940
Portfolio Specialist
View pageLocation:
Raleigh, NC
Work:
Portfolio Specialist