Resumes
Resumes

Private Client Investment Consultant
View pageLocation:
102 south Main St, Greenville, SC 29601
Industry:
Financial Services
Work:
Td Ameritrade
Private Client Investment Consultant
Fidelity Investments Nov 2006 - Sep 2011
Financial Planning Consultant
Wells Fargo Dec 2005 - Nov 2006
Investment Consultant and Licensed Banker
Vedan Enterprise Corp. (Taiwan) Aug 1995 - Dec 1999
Marketing Assistant
Private Client Investment Consultant
Fidelity Investments Nov 2006 - Sep 2011
Financial Planning Consultant
Wells Fargo Dec 2005 - Nov 2006
Investment Consultant and Licensed Banker
Vedan Enterprise Corp. (Taiwan) Aug 1995 - Dec 1999
Marketing Assistant
Education:
University of Southern California 2014 - Jun 2018
Bachelors, Business, Accounting Gia (Gemological Institute of America) 1996 - 1997
Gia (Gemological Institute of America) 1995 - 1996
Bachelors, Business, Accounting Gia (Gemological Institute of America) 1996 - 1997
Gia (Gemological Institute of America) 1995 - 1996
Skills:
Investments
Strategic Financial Planning
Trading
Portfolio Management
Asset Management
Financial Analysis
Equities
Wealth Management
Alternative Investments
Finance
Financial Modeling
Risk Management
Asset Allocation
Securities
Banking
Retirement Planning
Series 7
Strategic Financial Planning
Trading
Portfolio Management
Asset Management
Financial Analysis
Equities
Wealth Management
Alternative Investments
Finance
Financial Modeling
Risk Management
Asset Allocation
Securities
Banking
Retirement Planning
Series 7
Languages:
English
