Resumes
Resumes
Private Wealth Manager At Creative Planning Inc
View pageLocation:
21515 Hawthorne Blvd, Torrance, CA 90503
Industry:
Financial Services
Work:
EP Wealth Advisors - Greater Los Angeles Area since Apr 2011
Director of Financial Planning
Wells Fargo 2004 - 2011
Vice President
Merrill Lynch 1999 - 2003
Financial Planning Consultant
Morgan Stanley 1995 - 1997
Financial Planning Consultant
Director of Financial Planning
Wells Fargo 2004 - 2011
Vice President
Merrill Lynch 1999 - 2003
Financial Planning Consultant
Morgan Stanley 1995 - 1997
Financial Planning Consultant
Education:
Arizona State University 1997 - 1999
Master of Business Administration (M.B.A.), Finance Arizona State University 1990 - 1994
Bachelor of Arts (B.A.), Communications
Master of Business Administration (M.B.A.), Finance Arizona State University 1990 - 1994
Bachelor of Arts (B.A.), Communications
Skills:
Wealth Management
Financial Advisory
Financial Planning
Investments
Portfolio Management
Finance
Retirement
Estate Planning
Financial Services
Investment Management
Securities
Income Tax Planning
Estate Tax Planning
Retirement Planning
Wealth
Asset Allocation
Investment Strategies
Investment Advisory
Insurance
Financial Advisory
Financial Planning
Investments
Portfolio Management
Finance
Retirement
Estate Planning
Financial Services
Investment Management
Securities
Income Tax Planning
Estate Tax Planning
Retirement Planning
Wealth
Asset Allocation
Investment Strategies
Investment Advisory
Insurance
Interests:
Children
Investing
Economic Empowerment
Education
Running
Wealth Management
Creating More Personal Wealth
Financial Planning
Investing
Economic Empowerment
Education
Running
Wealth Management
Creating More Personal Wealth
Financial Planning
Certifications:
Certified Financial Planner (Cfp)
Series 7, 63, 65, 66
License #0D15983
Series 7, 63, 65, 66
License #0D15983
Owner, Theresa Kathryn Laptop And Travel Bags
View pagePosition:
Owner at THERESA KATHRYN LAPTOP AND TRAVEL BAGS
Location:
Greater Los Angeles Area
Industry:
Retail
Work:
THERESA KATHRYN LAPTOP AND TRAVEL BAGS
Owner
Owner
Tammy Trenta
View pageLocation:
Greater Los Angeles Area
Industry:
Financial Services