Resumes
Resumes

Financial Planning Director
View pageLocation:
90 Rossmore Rd, Jamaica Plain, MA 02130
Industry:
Financial Services
Work:
MetLife since 2006
Senior Financial Planning Case Consultant
MetLife Financial Services since 2006
Sr. Financial Planning Case Consultant
MetLife Jan 2003 - Jun 2006
Sr. Advanced Markets Consultant
MetLife 2001 - 2003
Sr. Legal Assistant - Estate & Business Planning
New England Financial 2001 - 2003
Paralegal
Senior Financial Planning Case Consultant
MetLife Financial Services since 2006
Sr. Financial Planning Case Consultant
MetLife Jan 2003 - Jun 2006
Sr. Advanced Markets Consultant
MetLife 2001 - 2003
Sr. Legal Assistant - Estate & Business Planning
New England Financial 2001 - 2003
Paralegal
Education:
Virginia Commonwealth University 1995 - 1998
BA, History Quinnipiac University 1991 - 1993
N/A, Occupational Therapy
BA, History Quinnipiac University 1991 - 1993
N/A, Occupational Therapy
Skills:
Strategic Financial Planning
Retirement
Financial Advisory
Fixed Annuities
Health Insurance
Succession Planning
Small Business
Finance
Insurance
Disability Insurance
Life Insurance
Long Term Care
Employee Benefits
Series 63
Estate Planning
Term Life Insurance
Wealth Management
Securities
Mutual Funds
401K
Pensions
Financial Services
Series 7
Business Planning
Portfolio Management
Asset Management
Whole Life
Universal Life
Iras
Finra
Relationship Management
Variable Annuities
Financial Planners
Long Term Care Insurance
Wealth Management Services
401K Rollovers
Personal Financial Planning
Investment Strategies
Investment Advisory
Investments
Personal Finance
Wealth
Wealth Accumulation
Leadership
Risk Management
Asset Allocation
Retirement Plan Consulting
Financial Planning
Retirement
Financial Advisory
Fixed Annuities
Health Insurance
Succession Planning
Small Business
Finance
Insurance
Disability Insurance
Life Insurance
Long Term Care
Employee Benefits
Series 63
Estate Planning
Term Life Insurance
Wealth Management
Securities
Mutual Funds
401K
Pensions
Financial Services
Series 7
Business Planning
Portfolio Management
Asset Management
Whole Life
Universal Life
Iras
Finra
Relationship Management
Variable Annuities
Financial Planners
Long Term Care Insurance
Wealth Management Services
401K Rollovers
Personal Financial Planning
Investment Strategies
Investment Advisory
Investments
Personal Finance
Wealth
Wealth Accumulation
Leadership
Risk Management
Asset Allocation
Retirement Plan Consulting
Financial Planning
Languages:
English
Certifications:
Certified Financial Planner
Finra Series 7 & 63
Certified Financial Planner Board of Standards
Finra Series 7 & 63
Certified Financial Planner Board of Standards