Resumes
Resumes

Wealth Advisor
View pageLocation:
Austin, TX
Industry:
Financial Services
Work:
SunAmerica - Woodland Hills, CA since Oct 2011
Regional Marketing Specialist
Den-Mat Holdings, LLC Oct 2010 - Oct 2011
Executive Sales and Marketing Liason
Merrill Lynch 2006 - 2010
Registered Client Associate
Regional Marketing Specialist
Den-Mat Holdings, LLC Oct 2010 - Oct 2011
Executive Sales and Marketing Liason
Merrill Lynch 2006 - 2010
Registered Client Associate
Education:
The University of Texas at Austin 1998 - 2001
Skills:
Mutual Funds
Salesforce.com
Series 63
Retirement Planning
Investments
Wealth Management
Series 7
Marketing
New Business Development
Alternative Investments
Sales
Marketing Strategy
Account Management
Strategic Planning
Sales Presentations
Business Development
Sales Management
Sales Operations
Selling
Salesforce.com
Series 63
Retirement Planning
Investments
Wealth Management
Series 7
Marketing
New Business Development
Alternative Investments
Sales
Marketing Strategy
Account Management
Strategic Planning
Sales Presentations
Business Development
Sales Management
Sales Operations
Selling
Interests:
Sports and Traveling
Cooking
Cooking