Resumes
Resumes
Financial Advisor
View pageLocation:
Seattle, WA
Industry:
Financial Services
Work:
Unionbanc Investment Services Llc Jun 2003 - Dec 2013
Senior Financial Advisor
Becu Jun 2003 - Dec 2013
Financial Advisor
Edward Jones Jun 1999 - May 2003
Investment Representative
Jpmorgan Chase & Co. May 1997 - Jun 1999
Operations Supervisor
Jpmorgan Chase & Co. Feb 1996 - May 1997
Marketing Coordinator
Senior Financial Advisor
Becu Jun 2003 - Dec 2013
Financial Advisor
Edward Jones Jun 1999 - May 2003
Investment Representative
Jpmorgan Chase & Co. May 1997 - Jun 1999
Operations Supervisor
Jpmorgan Chase & Co. Feb 1996 - May 1997
Marketing Coordinator
Education:
University of Washington 1991 - 1995
Bachelors, Bachelor of Arts, Marketing, Business Admin, Finance Cascade Christian Academy
Bachelors, Bachelor of Arts, Marketing, Business Admin, Finance Cascade Christian Academy
Skills:
Investments
Retirement Planning
Finance
Wealth Management
Financial Services
Portfolio Management
Financial Analysis
Strategic Financial Planning
Asset Allocation
Securities
Series 7
Banking
Financial Planning
Mutual Funds
Credit
Commercial Lending
Loans
Investment Strategies
Credit Analysis
Investment Advisory
Management
Asset Management
Risk Management
401K
Retirement Planning
Finance
Wealth Management
Financial Services
Portfolio Management
Financial Analysis
Strategic Financial Planning
Asset Allocation
Securities
Series 7
Banking
Financial Planning
Mutual Funds
Credit
Commercial Lending
Loans
Investment Strategies
Credit Analysis
Investment Advisory
Management
Asset Management
Risk Management
401K
Interests:
Cfp
Personal
Golf
Music
Executive Mba
Professional
Travel
Sporting Events
Film
Personal
Golf
Music
Executive Mba
Professional
Travel
Sporting Events
Film
Sr. Financial Advisor At Unionbanc Investment Services
View pagePosition:
Sr. Financial Advisor at UnionBanc Investment Services
Location:
Greater Seattle Area
Industry:
Financial Services
Work:
UnionBanc Investment Services since Jun 2003
Sr. Financial Advisor
Edward Jones Investments Jun 1999 - May 2003
Investment Representative
Washington Mutual Bank May 1997 - Jun 1999
Operations Supervisor
Washington Mutual Bank Feb 1996 - May 1997
Marketing Coordinator
Sr. Financial Advisor
Edward Jones Investments Jun 1999 - May 2003
Investment Representative
Washington Mutual Bank May 1997 - Jun 1999
Operations Supervisor
Washington Mutual Bank Feb 1996 - May 1997
Marketing Coordinator
Education:
University of Washington 1991 - 1995
BA, Business Admin. with concentrations in Finance & Marketing Cascade Christian Academy
BA, Business Admin. with concentrations in Finance & Marketing Cascade Christian Academy
Skills:
Financial Planning
Financial Analysis
Investments
Portfolio Management
Retirement Planning
Financial Analysis
Investments
Portfolio Management
Retirement Planning
Interests:
Personal: Golf, Sporting Events, Film, Music, Travel.
Professional: CFP, Executive MBA
Honor & Awards:
Five Star Wealth Manager - Best in Client Satisfaction (Seattle Magazine - April 2007)