Resumes
Resumes
Financial Advisor At Innova Financial Group
View pagePosition:
Investor Services at JPM Asset Management
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work:
JPM Asset Management
Investor Services
Investor Services
Education:
Ohio University 1992 - 1998
FINRA Series 7 and Series 63 licenses. Ohio Life/Health Insurance License
FINRA Series 7 and Series 63 licenses. Ohio Life/Health Insurance License
Private Client Advisor
View pageLocation:
1226 Smiley Ct, Westerville, OH 43081
Industry:
Financial Services
Work:
Jpmorgan Chase & Co.
Private Client Advisor
Capstone Wealth Advisors A Financial Advisory Practice of Ameriprise Financial Services
Financial Advisor
Edward Jones Jul 2013 - Aug 2018
Financial Advisor
Skylight Financial Group Aug 2010 - Jun 2013
Financial Planner
Matson Money 2012 - 2013
X
Private Client Advisor
Capstone Wealth Advisors A Financial Advisory Practice of Ameriprise Financial Services
Financial Advisor
Edward Jones Jul 2013 - Aug 2018
Financial Advisor
Skylight Financial Group Aug 2010 - Jun 2013
Financial Planner
Matson Money 2012 - 2013
X
Education:
Ohio University Heritage College of Osteopathic Medicine 1992 - 1998
Bachelors, Anthropology St. Charles Preparatory 1989 - 1992
Saint Charles Preparatory School
Bachelors, Anthropology St. Charles Preparatory 1989 - 1992
Saint Charles Preparatory School
Skills:
Retirement
Mutual Funds
Strategic Planning
Fixed Annuities
Portfolio Management
Series 7
Series 63
Life Insurance
Mutual Funds
Strategic Planning
Fixed Annuities
Portfolio Management
Series 7
Series 63
Life Insurance
Interests:
Education
Economic Empowerment
Environment
Health
Economic Empowerment
Environment
Health
Languages:
English
Spanish
Spanish