Resumes
Resumes
Private Client Advisor
View pageLocation:
1492 Gulf St northwest, Uniontown, OH 44685
Industry:
Investment Management
Work:
Jpmorgan Chase & Co.
Private Client Advisor
Firstmerit Bank Feb 2007 - Mar 2013
Financial Consultant
Private Client Advisor
Firstmerit Bank Feb 2007 - Mar 2013
Financial Consultant
Education:
The University of Akron 1982 - 1985
Bachelors, Bachelor of Science, Accounting, Finance
Bachelors, Bachelor of Science, Accounting, Finance
Skills:
Series 63
Investment Strategies
Investments
Asset Management
Personal Financial
Asset Allocation
Series 7
Retirement Planning
Wealth Management
Series 24
Investment Strategies
Investments
Asset Management
Personal Financial
Asset Allocation
Series 7
Retirement Planning
Wealth Management
Series 24
Languages:
English