Resumes
Resumes
Senior Financial Consultant
View pageLocation:
Detroit, MI
Industry:
Financial Services
Work:
Merrill Lynch - Auburn Hills, MI since Sep 2011
Wealth Management
Morgan Stanley Smith Barney - Bloomfield Hills, MI Sep 2010 - Aug 2011
Wealth Management
Max M. & Marjorie S. Fisher Foundation May 2010 - Aug 2010
Summer Program Associate
University of Michigan 2009 - 2010
Marketing/Data Analytics Intern
University of Michigan Development Office 2009 - 2010
Annual Giving - Data/Analytics Intern
Wealth Management
Morgan Stanley Smith Barney - Bloomfield Hills, MI Sep 2010 - Aug 2011
Wealth Management
Max M. & Marjorie S. Fisher Foundation May 2010 - Aug 2010
Summer Program Associate
University of Michigan 2009 - 2010
Marketing/Data Analytics Intern
University of Michigan Development Office 2009 - 2010
Annual Giving - Data/Analytics Intern
Education:
Stephen M. Ross School of Business 2006 - 2010
Bachelor, Business Administration University of Michigan 2006 - 2010
Bachelor of Business Administration (B.B.A.) University of Michigan - Stephen M. Ross School of Business 2006 - 2010
Bachelors of Business Administration, Finance and Marketing University of Detroit Jesuit High School 2002 - 2006
HS Diploma, College Preparatory Cirriculum
Bachelor, Business Administration University of Michigan 2006 - 2010
Bachelor of Business Administration (B.B.A.) University of Michigan - Stephen M. Ross School of Business 2006 - 2010
Bachelors of Business Administration, Finance and Marketing University of Detroit Jesuit High School 2002 - 2006
HS Diploma, College Preparatory Cirriculum
Skills:
Wealth Management
Retirement Income Strategies
Investment Strategies
Retirement Income Strategies
Investment Strategies
Languages:
English
Certifications:
The Chartered Retirement Planning Counselor℠Or Crpc® Professional Designation
Chartered Retirement Planning Counselor
Personal Investment Advisor
College For Financial Planning
Merrill Lynch Internal
Chartered Retirement Planning Counselor
Personal Investment Advisor
College For Financial Planning
Merrill Lynch Internal