Resumes
Resumes
Vice President, Director Of Advisor Relations
View pageLocation:
180 west Beil Ave, Nazareth, PA 18064
Industry:
Financial Services
Work:
Keystone Financial Management
Vice President, Director of Advisor Relations
Keystone Financial Management
Investment Advisor Representative
Keystone Financial Management Apr 2011 - Jan 2013
Registered Representative
Kutztown University Jan 2009 - May 2010
Business Manager- Keystone Newspaper
Keystone Financial Management May 2007 - Jan 2009
Intern
Vice President, Director of Advisor Relations
Keystone Financial Management
Investment Advisor Representative
Keystone Financial Management Apr 2011 - Jan 2013
Registered Representative
Kutztown University Jan 2009 - May 2010
Business Manager- Keystone Newspaper
Keystone Financial Management May 2007 - Jan 2009
Intern
Education:
Kutztown University of Pennsylvania 2005 - 2010
Bachelors, Bachelor of Science In Business Administration, Management, Finance
Bachelors, Bachelor of Science In Business Administration, Management, Finance
Skills:
Investments
College Savings Plans
Fixed Annuities
Retirement
401K
Customer Service
Asset Allocation
Financial Analysis
Insurance
Financial Services
Retirement Planning
Wealth Management
Life Insurance
Financial Planning
Long Term Care Insurance
College Savings Plans
Fixed Annuities
Retirement
401K
Customer Service
Asset Allocation
Financial Analysis
Insurance
Financial Services
Retirement Planning
Wealth Management
Life Insurance
Financial Planning
Long Term Care Insurance