Resumes
Resumes
Business Support Advisor
View pageLocation:
San Antonio, TX
Industry:
Financial Services
Work:
Usaa
Business Support Advisor
Usaa Aug 2002 - Dec 2014
Wealth Advisor
Business Support Advisor
Usaa Aug 2002 - Dec 2014
Wealth Advisor
Education:
Webster University 2002 - 2004
Masters, Business Administration, Management, Business Administration and Management The University of Texas at San Antonio 1998 - 2001
Masters, Business Administration, Management, Business Administration and Management The University of Texas at San Antonio 1998 - 2001
Skills:
Wealth Management
Financial Advisory
Wealth
Series 7
Retirement Planning
Finance
Uniform Combined State Law
Asset Allocation
Investment Advisory
Wealth Management Services
Series 65
Strategic Financial Planning
Retirement
Mutual Funds
Series 63
Fixed Annuities
Iras
Investment Strategies
Certified Financial Planner
Lean Six Sigma
Financial Planning
Financial Advisory
Wealth
Series 7
Retirement Planning
Finance
Uniform Combined State Law
Asset Allocation
Investment Advisory
Wealth Management Services
Series 65
Strategic Financial Planning
Retirement
Mutual Funds
Series 63
Fixed Annuities
Iras
Investment Strategies
Certified Financial Planner
Lean Six Sigma
Financial Planning
Certifications:
Certified Financial Planner Boad of Standards, License 148920
Certified Financial Planner Tm
License 148920
Certified Financial Planner Tm
License 148920