Resumes
Resumes
Wealth Management Advisor
View pageLocation:
Conway, AR
Industry:
Investment Management
Work:
Manning & Napier Advisors since Jan 2001
Vice President
Macken Financial Group 1994 - 2000
Investment Advisor
Lexington Capital Management 1992 - 1994
Sales
George-Good Corp. 1987 - 1989
District Mgr.
Vice President
Macken Financial Group 1994 - 2000
Investment Advisor
Lexington Capital Management 1992 - 1994
Sales
George-Good Corp. 1987 - 1989
District Mgr.
Education:
California Polytechnic State University-San Luis Obispo 1979 - 1984
Skills:
Investments
Mutual Funds
401K
Retirement Planning
Investment Management
Asset Management
Investment Advisory
Retirement
Portfolio Management
Series 7
Mutual Funds
401K
Retirement Planning
Investment Management
Asset Management
Investment Advisory
Retirement
Portfolio Management
Series 7
Certifications:
Aif - Accredited Investment Fiduciary