Resumes
Resumes

Premier Advisor
View pageLocation:
Rochester, NY
Industry:
Financial Services
Work:
Citizens Bank
Premier Advisor
Merrill Lynch Jun 2014 - Sep 2018
Financial Advisor
Premier Advisor
Merrill Lynch Jun 2014 - Sep 2018
Financial Advisor
Education:
St. John Fisher College 1999 - 2003
Bachelors, Bachelor of Arts, English, Communications
Bachelors, Bachelor of Arts, English, Communications
Skills:
Wealth Management
Retirement Planning
Consumer Lending
Financial Planning
Mortgage Lending
Retail Banking
Portfolio Performance Analysis
Budget Setting
Retirement Planning
Consumer Lending
Financial Planning
Mortgage Lending
Retail Banking
Portfolio Performance Analysis
Budget Setting