Resumes
Resumes

Advisor, Investments And Planning
View pageLocation:
Omaha, NE
Industry:
Banking
Work:
Raymond James
Advisor
First National Bank of Omaha
Advisor, Investments and Planning
First National Bank of Omaha May 2002 - Dec 2009
Business Development Coordinator
First National Bank of Omaha May 2002 - Apr 2007
Senior Personal Banker
Advisor
First National Bank of Omaha
Advisor, Investments and Planning
First National Bank of Omaha May 2002 - Dec 2009
Business Development Coordinator
First National Bank of Omaha May 2002 - Apr 2007
Senior Personal Banker
Education:
College of Financial Planning 1996 - 2017
College of Financial Planning 1996 - 2013
Metropolitan Community College 1985 - 1995
College of Financial Planning 1996 - 2013
Metropolitan Community College 1985 - 1995
Skills:
Business Development
Personal Financial Planning
Banking
Salesforce.com
Client Presentation
Relationship Management
Manage Client Relationships
Investments
Public Speaking
Personal Banking
Personal Financial Planning
Banking
Salesforce.com
Client Presentation
Relationship Management
Manage Client Relationships
Investments
Public Speaking
Personal Banking
Languages:
English
Certifications:
Chartered Retirement Planning Counselor
College of Financial Planning
College of Financial Planning