Resumes
Resumes
Senior Wealth Advisor
View pageLocation:
3985 Waypoint Ave, Osprey, FL
Industry:
Financial Services
Work:
Horan Capital Management
Senior Wealth Advisor
Kasanow & Associates Life Planning & Wealth Management 1984 - Jan 2017
Owner
Yale Elementary School Sep 1978 - May 1984
Teacher: Gifted and Talented-Grade 5
Senior Wealth Advisor
Kasanow & Associates Life Planning & Wealth Management 1984 - Jan 2017
Owner
Yale Elementary School Sep 1978 - May 1984
Teacher: Gifted and Talented-Grade 5
Education:
College For Financial Planning 1985 - 1988
Rhode Island College 1974 - 1978
Master of Education, Masters, Bachelors, Bachelor of Science, Elementary Education Upper Dublin High School
The College For Financial Planning
Rhode Island College 1974 - 1978
Master of Education, Masters, Bachelors, Bachelor of Science, Elementary Education Upper Dublin High School
The College For Financial Planning
Skills:
Retirement
Retirement Planning
Life Coaching
Estate Planning
Wealth Management Services
Wealth
Financial Planners
Investment Advisory
Iras
Financial Advisory
Comprehensive Wealth Management
Retirement Income Strategies
Life Planning
Investment Strategies
Retirement Planning
Life Coaching
Estate Planning
Wealth Management Services
Wealth
Financial Planners
Investment Advisory
Iras
Financial Advisory
Comprehensive Wealth Management
Retirement Income Strategies
Life Planning
Investment Strategies