Resumes
Resumes
First Vice President-Wealth Management
View pageLocation:
Boca Raton, FL
Industry:
Financial Services
Work:
Merrill Lynch
First Vice President-Wealth Management
First Vice President-Wealth Management
Education:
Rochester Institute of Technology 1979 - 1982
Bachelors, Bachelor of Science, Business
Bachelors, Bachelor of Science, Business
Skills:
Financial Risk
Financial Advisory
Equities
Asset Management
Finance
Retirement Planning
Investments
Strategic Financial Planning
Budgets
Customer Service
Mutual Funds
Alternative Investments
Financial Planning
Management
Microsoft Office
Portfolio Management
Series 7
Wealth Management
Communication
Financial Advisory
Equities
Asset Management
Finance
Retirement Planning
Investments
Strategic Financial Planning
Budgets
Customer Service
Mutual Funds
Alternative Investments
Financial Planning
Management
Microsoft Office
Portfolio Management
Series 7
Wealth Management
Communication
Certifications:
Cfm
Independent Airlines/Aviation Professional
View pageLocation:
United States
Student At Bakersfield College
View pageLocation:
United States
Industry:
Law Practice