Resumes
Resumes
Wealth Management Customer Relationship Consultant
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Tiaa
Wealth Management Customer Relationship Consultant
Wealth Management Customer Relationship Consultant
Education:
University of Denver Jun 2007
Bachelors, Bachelor of Science University of Denver 2003 - 2007
Bachelors, Bachelor of Science In Business Administration, Economics, Finance Unsw 2005
Bachelors, Bachelor of Science University of Denver 2003 - 2007
Bachelors, Bachelor of Science In Business Administration, Economics, Finance Unsw 2005
Skills:
Financial Analysis
Microsoft Office
Microsoft Excel
S&P
Bloomberg
Thomsonone
Trading Systems
Analytics
Finance
Risk Management
Equities
Financial Services
Microsoft Office
Microsoft Excel
S&P
Bloomberg
Thomsonone
Trading Systems
Analytics
Finance
Risk Management
Equities
Financial Services
Interests:
Computers
Skiing
Learning
Squash and Tennis
Reading
Hockey
Golf
Skiing
Learning
Squash and Tennis
Reading
Hockey
Golf
Certifications:
Series 7 - General Securities Representative Examination
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Financial Industry Regulatory Authority (Finra)
Series 65 - Uniform Investment Adviser Law Examination
Series 63 - Uniform Securities Agent State Law Examination
Financial Industry Regulatory Authority (Finra)
Director
View pageLocation:
Chicago, IL
Industry:
Non-Profit Organization Management
Work:
Concerned Crafts Sep 1992 - Mar 1999
Director
Compassion To the Rescue Sep 1992 - Mar 1999
Director
Director
Compassion To the Rescue Sep 1992 - Mar 1999
Director
Skills:
Project Management
Management
Leadership
Public Speaking
Strategic Planning
Management
Leadership
Public Speaking
Strategic Planning
Interests:
Social Services
Languages:
Spanish