Resumes
Resumes

Financial Advisor
View pageLocation:
1996 Rosemary Cir, Sandwich, IL 60548
Industry:
Financial Services
Work:
Family Focused Financial
Financial Advisor
Edward Jones
Financial Advisor
South Georgia Capital Feb 2009 - Apr 2015
Operations and Compliance Manager
Morgan Stanley Sep 1996 - Feb 2009
Senior Portfolio Associate
Morgan Stanley Sep 1986 - Sep 1996
Senior Sales Assistant
Financial Advisor
Edward Jones
Financial Advisor
South Georgia Capital Feb 2009 - Apr 2015
Operations and Compliance Manager
Morgan Stanley Sep 1996 - Feb 2009
Senior Portfolio Associate
Morgan Stanley Sep 1986 - Sep 1996
Senior Sales Assistant
Skills:
Business Retirement Plans
Education Savings
Estate Considerations
Fixed Income Investments
Individual Retirement Accounts
Insurance
Investor Education Programs
Portfolio and Retirement
Research
Education Savings
Estate Considerations
Fixed Income Investments
Individual Retirement Accounts
Insurance
Investor Education Programs
Portfolio and Retirement
Research
Languages:
English

Shelly Sypien
View pageWork:
James Caird Capital Partners
Chief Compliance Officer
Chief Compliance Officer