Resumes
Resumes
Financial Advisor Administrator
View pageLocation:
7004 west 7895 south, West Jordan, UT 84081
Industry:
Financial Services
Work:
Holman Investments and Planning since Aug 2001
Financial Advisor Administrator
Financial Advisor Administrator
Education:
Salt Lake Community College 1996 - 2015
Associates Salt Lake Community College 2002 - 2005
Salt Lake Community College 1994
Associates Salt Lake Community College 2002 - 2005
Salt Lake Community College 1994
Skills:
Investments
Financial Analysis
Portfolio Management
Mutual Funds
Wealth Management
Strategic Financial Planning
Equities
Risk Management
Retirement Planning
Series 7
Asset Management
Series 65
Series 63
Office Management
Client Services
Financial Analysis
Portfolio Management
Mutual Funds
Wealth Management
Strategic Financial Planning
Equities
Risk Management
Retirement Planning
Series 7
Asset Management
Series 65
Series 63
Office Management
Client Services
Certifications:
Series 7
Series 63
Series 63