Resumes
Resumes
Directed Trust Specialist
View pageLocation:
New Palestine, IN
Industry:
Banking
Work:
Oxford Financial Group, Ltd. Apr 2004 - Feb 2007
Mutual Fund Specialist
The National Bank of Indianapolis Apr 2004 - Feb 2007
Directed Trust Specialist
Administrative Assistants Apr 1987 - Apr 2004
Heartland Capital Management and Fifth Third Bank
Mutual Fund Specialist
The National Bank of Indianapolis Apr 2004 - Feb 2007
Directed Trust Specialist
Administrative Assistants Apr 1987 - Apr 2004
Heartland Capital Management and Fifth Third Bank
Education:
Cannon Financial Institute 2010 - 2018
Indiana University Bloomington 1978 - 1980
Bachelors, Bachelor of Science, Recreation Administration
Indiana University Bloomington 1978 - 1980
Bachelors, Bachelor of Science, Recreation Administration
Skills:
Banking
Retail Banking
Investments
Portfolio Management
Wealth Management
Microsoft Office
Microsoft Word
Customer Service
Microsoft Excel
Training
Event Planning
Financial Services
Retail Banking
Investments
Portfolio Management
Wealth Management
Microsoft Office
Microsoft Word
Customer Service
Microsoft Excel
Training
Event Planning
Financial Services
Certifications:
Certified Securities Operations Professional