Resumes
Resumes
Certified Financial Planner  Practitioner
View pageLocation:
10200 Forest Green Blvd, Louisville, KY 40223
Industry:
Financial Services
Work:
Axa Advisors Jan 2003 - Feb 2008
Financial Consultant
Kentucky Financial Group, Inc. Jan 2003 - Feb 2008
Certified Financial Planner  Practitioner
One Southern Indiana Feb 1995 - Nov 2001
Director - Small Business Development Center
Capitol Holding Jan 1992 - Dec 1994
Staff Accountant and Meeting Planner
Financial Consultant
Kentucky Financial Group, Inc. Jan 2003 - Feb 2008
Certified Financial Planner  Practitioner
One Southern Indiana Feb 1995 - Nov 2001
Director - Small Business Development Center
Capitol Holding Jan 1992 - Dec 1994
Staff Accountant and Meeting Planner
Education:
The American College of Financial Services 2003 - 2009
University of Louisville 1985 - 1990
Master of Business Administration, Masters Shippensburg University of Pennsylvania 1982 - 1984
Bachelors, Bachelor of Science In Business Administration, Accounting
University of Louisville 1985 - 1990
Master of Business Administration, Masters Shippensburg University of Pennsylvania 1982 - 1984
Bachelors, Bachelor of Science In Business Administration, Accounting
Skills:
Retirement Planning
Strategic Financial Planning
Estate Planning
Small Business
Investments
Financial Planning
Securities
Finance
Insurance
Financial Services
Asset Allocation
Financial Planners
Financial Analysis
Wealth Management
Disability Insurance
Risk Management
Retirement
Business Planning
Investment Advisory
Mutual Funds
Financial Advisory
Iras
Financial Goals
College Savings Plans
Networking
Business Analysis
Small Business Management
Strategic Financial Planning
Estate Planning
Small Business
Investments
Financial Planning
Securities
Finance
Insurance
Financial Services
Asset Allocation
Financial Planners
Financial Analysis
Wealth Management
Disability Insurance
Risk Management
Retirement
Business Planning
Investment Advisory
Mutual Funds
Financial Advisory
Iras
Financial Goals
College Savings Plans
Networking
Business Analysis
Small Business Management
Interests:
Economic Empowerment
Education
Reading
Theatre
Music
Ohio State University Football
Travel
Education
Reading
Theatre
Music
Ohio State University Football
Travel
Certifications:
Certified Financial Planner
Certification In Association Management
License Professional Development Program For Chamber of Commerce Executives
Cfp Board of Standards Inc.
U.s. Chamber of Commerce Institute For Organization Management at Notre Dame, License Professional Development Program For Chamber of Commerce Executives
Certification In Association Management
License Professional Development Program For Chamber of Commerce Executives
Cfp Board of Standards Inc.
U.s. Chamber of Commerce Institute For Organization Management at Notre Dame, License Professional Development Program For Chamber of Commerce Executives
Financial Advisor
View pageLocation:
Louisville, KY
Industry:
Financial Services
Work:
Kentucky Financial Group, Inc.
Financial Advisor
Financial Advisor