Resumes
Resumes
Retirement Plan Advisor
View pageLocation:
3300 south Malaya Ct, Aurora, CO 80013
Industry:
Financial Services
Work:
Empower Retirement
Retirement Plan Advisor
Old Mutual Apr 2007 - Jul 2009
Internal Wholesaler
Charles Schwab Feb 2006 - Mar 2007
Registered Representative
Oppenheimerfunds 2003 - 2006
Financial Analyst
Morgan Stanley Mar 2005 - Dec 2005
Financial Advisor
Retirement Plan Advisor
Old Mutual Apr 2007 - Jul 2009
Internal Wholesaler
Charles Schwab Feb 2006 - Mar 2007
Registered Representative
Oppenheimerfunds 2003 - 2006
Financial Analyst
Morgan Stanley Mar 2005 - Dec 2005
Financial Advisor
Education:
University of Colorado Denver 2004 - 2006
University of Colorado 1993 - 1998
Bachelors, Bachelor of Science, Accounting, Finance University of Colorado
Masters, Business Administration, Business
University of Colorado 1993 - 1998
Bachelors, Bachelor of Science, Accounting, Finance University of Colorado
Masters, Business Administration, Business
Skills:
Mutual Funds
Daniel Ferszt Aurora, CO
View pageWork:
ICON ADVISORS
Denver, CO
Jul 2010 to Dec 2011
Internal Wholesaler
OLD MUTUAL
Denver, CO
Apr 2007 to Dec 2009
Identified sales opportunities and referred leads to External Wholesalers for followup
CHARLES SCHWAB
Englewood, CO
Jul 2005 to Apr 2007
Registered Representative
OPPENHEIMER FUNDS
Englewood, CO
Apr 2002 to Jul 2005
Fund Analyst
MERRILL LYNCH
Englewood, CO
Nov 1999 to Mar 2002
401(k) Specialist
Denver, CO
Jul 2010 to Dec 2011
Internal Wholesaler
OLD MUTUAL
Denver, CO
Apr 2007 to Dec 2009
Identified sales opportunities and referred leads to External Wholesalers for followup
CHARLES SCHWAB
Englewood, CO
Jul 2005 to Apr 2007
Registered Representative
OPPENHEIMER FUNDS
Englewood, CO
Apr 2002 to Jul 2005
Fund Analyst
MERRILL LYNCH
Englewood, CO
Nov 1999 to Mar 2002
401(k) Specialist
Education:
UNIVERSITY OF COLORADO
Denver, CO
2006
Master of Business Administration
UNIVERSITY OF COLORADO
Denver, CO
1998
Bachelor of Science in Accounting and Finance
Denver, CO
2006
Master of Business Administration
UNIVERSITY OF COLORADO
Denver, CO
1998
Bachelor of Science in Accounting and Finance