Resumes
Resumes
Financial Advisor At Wells Fargo Advisors, Llc
View pageLocation:
6817 south Bliss Ct, Grandville, MI 49418
Industry:
Financial Services
Work:
Groupon since May 2011
Account Executive
Lighthouse Insurance Group Jul 2009 - May 2011
Personal Lines Account Executive
Flagstar Bank - Greater Grand Rapids, Michigan Area Apr 2009 - Jul 2009
Financial Service Representative
Hantz Financial Sep 2008 - Dec 2008
Financial Planning Intern
Account Executive
Lighthouse Insurance Group Jul 2009 - May 2011
Personal Lines Account Executive
Flagstar Bank - Greater Grand Rapids, Michigan Area Apr 2009 - Jul 2009
Financial Service Representative
Hantz Financial Sep 2008 - Dec 2008
Financial Planning Intern
Education:
Grand Valley State University 2005 - 2008
Bachelor of Business Administration (B.B.A.), Marketing, Finance Western Michigan University 2004 - 2005
Bachelor of Business Administration (B.B.A.), Marketing, Finance Western Michigan University 2004 - 2005
Skills:
Account Management
Strategic Planning
Financial Advisory
Retirement Planning
Investments
Investment Planning
Retirement
Life Insurance
Mutual Funds
Stocks
Strategic Investment Planning
Retirement Services
401K Planning
Social Media Marketing
401K Rollovers
New Business Development
Customer Service
Customer Retention
Etfs
Strategic Planning
Financial Advisory
Retirement Planning
Investments
Investment Planning
Retirement
Life Insurance
Mutual Funds
Stocks
Strategic Investment Planning
Retirement Services
401K Planning
Social Media Marketing
401K Rollovers
New Business Development
Customer Service
Customer Retention
Etfs
Certifications:
General Securities License - Series 7
Nasaa Uniform Combined State Law Examination - Series 66
Life Insurance, Health Insurance, Variable Annuities Licensing
Certified Financial Planner (Cfp®)
Financial Industry Regulatory Authority (Finra)
Illinois Department of Insurance
Nasaa Uniform Combined State Law Examination - Series 66
Life Insurance, Health Insurance, Variable Annuities Licensing
Certified Financial Planner (Cfp®)
Financial Industry Regulatory Authority (Finra)
Illinois Department of Insurance
Erich Vargaz Chicago, IL
View pageWork:
Groupon Inc
May 2011 to 2000
Account Executive
Lighthouse Insurance Group
Jul 2009 to May 2011
Personal Lines Account Executive
Flagstar Bank
Apr 2009 to Jul 2009
Financial Service Representative
May 2011 to 2000
Account Executive
Lighthouse Insurance Group
Jul 2009 to May 2011
Personal Lines Account Executive
Flagstar Bank
Apr 2009 to Jul 2009
Financial Service Representative
Education:
Grand Valley State University
Dec 2008
Bachelors of Business Administration in Marketing
Western Michigan University
2005
Bachelors of Business Administration in Finance
Dec 2008
Bachelors of Business Administration in Marketing
Western Michigan University
2005
Bachelors of Business Administration in Finance