Resumes
Resumes
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Financial Planning Associate
View pageLocation:
6819 east Avalon Dr, Scottsdale, AZ 85251
Industry:
Financial Services
Work:
Tci Wealth Advisors, Inc.
Financial Planning Associate
Cavu Wealth Advisors Jan 2017 - Apr 2018
Associate Advisor
Charles Schwab Aug 2016 - Jan 2017
Associate Financial Professional
Charles Schwab Sep 2013 - Aug 2016
Associate Participant Services and Administration
Vanguard Oct 2010 - Sep 2013
Education Savings Group and Retail Core
Financial Planning Associate
Cavu Wealth Advisors Jan 2017 - Apr 2018
Associate Advisor
Charles Schwab Aug 2016 - Jan 2017
Associate Financial Professional
Charles Schwab Sep 2013 - Aug 2016
Associate Participant Services and Administration
Vanguard Oct 2010 - Sep 2013
Education Savings Group and Retail Core
Education:
Lsu Shreveport 2016 - 2018
Master of Business Administration, Masters, Business Administration, Finance Kansas State University
Master of Science, Masters University of Georgia - Terry College of Business
Northern Arizona University
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management Scottsdale Community College
Associates, Associate of Arts, Architecture
Master of Business Administration, Masters, Business Administration, Finance Kansas State University
Master of Science, Masters University of Georgia - Terry College of Business
Northern Arizona University
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management Scottsdale Community College
Associates, Associate of Arts, Architecture
Skills:
Portfolio Management
Investments
Finance
Financial Analysis
Mutual Funds
Microsoft Powerpoint
Risk Management
Microsoft Word
Financial Services
Microsoft Office
Leadership
Powerpoint
Retirement Planning
Customer Service
Trading
Management
Public Speaking
Customer Relationship Management
Time Management
401 Retirement Savings Plans
Strategic Planning
Social Media
Project Management
Wealth Management
Series 65
Investments
Finance
Financial Analysis
Mutual Funds
Microsoft Powerpoint
Risk Management
Microsoft Word
Financial Services
Microsoft Office
Leadership
Powerpoint
Retirement Planning
Customer Service
Trading
Management
Public Speaking
Customer Relationship Management
Time Management
401 Retirement Savings Plans
Strategic Planning
Social Media
Project Management
Wealth Management
Series 65
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