Resumes
Resumes
Financial Advisor
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Sagepoint Financial
Financial Advisor
Financial Advisor
Education:
San Diego State University
Bachelors, Bachelor of Science, Marketing, Business, Business Marketing
Bachelors, Bachelor of Science, Marketing, Business, Business Marketing
Skills:
Wealth Management
Estate Planning
Securities
Personal Finance
Retirement
Financial Advisory
Mutual Funds
Microsoft Excel
Financial Goals
Strategic Planning
Finance
Retirement Planning
Microsoft Office
401K Rollovers
Pensions
Public Speaking
Series 7
Investment Strategies
Asset Management
Investment Advisory Services
Strategic Financial Planning
Wealth Accumulation
Portfolio Management
Asset Allocation
Wealth Management Services
Series 63
Insurance
Iras
Investments
Financial Planning
Estate Planning
Securities
Personal Finance
Retirement
Financial Advisory
Mutual Funds
Microsoft Excel
Financial Goals
Strategic Planning
Finance
Retirement Planning
Microsoft Office
401K Rollovers
Pensions
Public Speaking
Series 7
Investment Strategies
Asset Management
Investment Advisory Services
Strategic Financial Planning
Wealth Accumulation
Portfolio Management
Asset Allocation
Wealth Management Services
Series 63
Insurance
Iras
Investments
Financial Planning