Resumes
Resumes

Investment Advisor Representative
View pageLocation:
Portland, OR
Industry:
Financial Services
Work:
James W Flad Cpa Pc Jun 1998 - Dec 2011
It and Support
Principal Financial Group Feb 2009 - Aug 2011
Investment Advisor Representative
Principal Financial Group Jul 2007 - Aug 2011
Insurance
Smb Financial Services Jul 2007 - Aug 2011
Investment Advisor Representative
Burger King Corporation May 1990 - Sep 1990
Burgermeister
It and Support
Principal Financial Group Feb 2009 - Aug 2011
Investment Advisor Representative
Principal Financial Group Jul 2007 - Aug 2011
Insurance
Smb Financial Services Jul 2007 - Aug 2011
Investment Advisor Representative
Burger King Corporation May 1990 - Sep 1990
Burgermeister
Education:
Marylhurst University 2003 - 2005
Bachelors, Bachelor of Science, Business Administration Oregon State University 1993 - 1995
Bachelors, Bachelor of Science, Business Administration Oregon State University 1993 - 1995
Skills:
Fixed Annuities
Life Insurance
Financial Advisory
401K
Securities
Strategic Financial Planning
Financial Planning
Financial Services
Retirement Planning
Retirement
Insurance
Asset Allocation
Finance
Marketing Strategy
Wealth Management
Portfolio Management
Wealth Accumulation
Series 66
Options Strategies
Life Insurance
Financial Advisory
401K
Securities
Strategic Financial Planning
Financial Planning
Financial Services
Retirement Planning
Retirement
Insurance
Asset Allocation
Finance
Marketing Strategy
Wealth Management
Portfolio Management
Wealth Accumulation
Series 66
Options Strategies
Interests:
Animal Welfare
Children
Children