Resumes
Resumes
Managing Director, Wealth Manager
View pageLocation:
11600 1 Ave, Marathon, FL
Industry:
Financial Services
Work:
J.P. Morgan Securities - North Palm Beach, Florida since Jul 2007
Financial Advisor
Sven Tumba Education Fund US Jan 2006 - Jul 2011
Director
World Golfers Championship Jan 2005 - Jan 2007
Marketing Director
Financial Advisor
Sven Tumba Education Fund US Jan 2006 - Jul 2011
Director
World Golfers Championship Jan 2005 - Jan 2007
Marketing Director
Education:
University of Florida - Warrington College Of Business 2001 - 2005
Bachelor's degree, Business Administration and Management, General
Bachelor's degree, Business Administration and Management, General
Skills:
Investments
Start Ups
Entrepreneurship
Non Profits
Wealth Management
Portfolio Management
Alternative Investments
Series 7
Equities
Asset Managment
Fixed Income
Banking
Start Ups
Entrepreneurship
Non Profits
Wealth Management
Portfolio Management
Alternative Investments
Series 7
Equities
Asset Managment
Fixed Income
Banking
Interests:
Children
Education
Economic Empowerment
Education
Economic Empowerment
Languages:
Swedish
Certifications:
Certified Financial Planner???????
Certified Investment Management Analyst????
Certified Private Wealth Advisor????
Accredited Investment Fiduciary????
Chartered Financial Analyst (Cfa) Charterholder
License 188272
License 128510
Certified Financial Planner Board of Standards Inc., License 188272
Investment Management Consultants Association (Imca), License 128510
Certified Investment Management Analyst????
Certified Private Wealth Advisor????
Accredited Investment Fiduciary????
Chartered Financial Analyst (Cfa) Charterholder
License 188272
License 128510
Certified Financial Planner Board of Standards Inc., License 188272
Investment Management Consultants Association (Imca), License 128510