Resumes
Resumes
Wealth Management Advisor, First Vice President
View pageLocation:
Erie, PA
Industry:
Financial Services
Work:
Merrill Lynch since Aug 2011
Wealth Management
Morgan Stanley Smith Barney 2009 - 2011
Financial Advisor
HSBC Jun 2007 - May 2009
Vice President
HSBC Jan 2003 - Jun 2007
Branch Sales Manager
HSBC Jun 2002 - Jan 2003
Account Executive
Wealth Management
Morgan Stanley Smith Barney 2009 - 2011
Financial Advisor
HSBC Jun 2007 - May 2009
Vice President
HSBC Jan 2003 - Jun 2007
Branch Sales Manager
HSBC Jun 2002 - Jan 2003
Account Executive
Education:
Gannon University 1995 - 1999
BS, Business Administration
BS, Business Administration
Languages:
English
Certifications:
Chartered Retirement Planning Counselor
Personal Investment Advisor
Certified Financial Planner
College For Financial Planning
Merrill Lynch Internal
Cfp Board of Standards
Personal Investment Advisor
Certified Financial Planner
College For Financial Planning
Merrill Lynch Internal
Cfp Board of Standards
Hamburg High School
View pageWork:
United States
Hamburg High School
Hamburg High School