Resumes
Resumes
Managing Director And Financial Advisor
View pageLocation:
Charleston, WV
Industry:
Financial Services
Work:
Morgan Stanley Aug 1984 - Jul 2008
Financial Advisor
Bb&T Aug 1984 - Jul 2008
Managing Director and Financial Advisor
Alex Brown & Sons Jul 1981 - Aug 1984
Financial Advisor
Financial Advisor
Bb&T Aug 1984 - Jul 2008
Managing Director and Financial Advisor
Alex Brown & Sons Jul 1981 - Aug 1984
Financial Advisor
Education:
West Virginia University 1974 - 1979
Bachelors, Bachelor of Arts, Economics, Political Science and Government, Political Science, Government Charleston High School 1970 - 1974
Bachelors, Bachelor of Arts, Economics, Political Science and Government, Political Science, Government Charleston High School 1970 - 1974
Skills:
Wealth Management
Retirement Planning
Finance
Portfolio Management
Series 7
Strategic Financial Planning
Investment Advisory
Asset Allocation
Series 63
Financial Services
Asset Management
Investment Strategies
Fixed Annuities
Retirement Planning
Finance
Portfolio Management
Series 7
Strategic Financial Planning
Investment Advisory
Asset Allocation
Series 63
Financial Services
Asset Management
Investment Strategies
Fixed Annuities