Resumes
Resumes
President
View pageIndustry:
Food Production
Work:
President
Skills:
Strategic Planning
Marketing Strategy
New Business Development
Team Building
Sales Management
Marketing Strategy
New Business Development
Team Building
Sales Management
Partner
View pageLocation:
Fort Myers, FL
Industry:
Financial Services
Work:
Marquis Wealth Management Group
Partner
Partner
Education:
Stetson University 2002 - 2006
Bachelors, Bachelor of Business Administration, Finance Fort Myers Senior High School
Bachelors, Bachelor of Business Administration, Finance Fort Myers Senior High School
Skills:
Personal Financial Planning
Wealth Management
Investments
Asset Allocation
Portfolio Management
Asset Management
Estate Planning
Financial Analysis
Fixed Income
Equities
Insurance Planning
Valuation
Alternative Investments
Real Estate
Due Diligence
Wealth Management
Investments
Asset Allocation
Portfolio Management
Asset Management
Estate Planning
Financial Analysis
Fixed Income
Equities
Insurance Planning
Valuation
Alternative Investments
Real Estate
Due Diligence
Certifications:
Certified Financial Planner (Tm)
Chartered Financial Analyst
Accredited Investment Fiduciary
License 116191
Cfp Board
Cfa Institute, License 116191
Center For Fiduciary Studies
Chartered Financial Analyst
Accredited Investment Fiduciary
License 116191
Cfp Board
Cfa Institute, License 116191
Center For Fiduciary Studies
Undergraduate Research Assistant
View pageLocation:
Chattanooga, TN
Work:
University of Nevada Reno
Undergraduate Research Assistant
Undergraduate Research Assistant
Education:
University of Nevada, Reno 2018 - 2021
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Trevor Whitley
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