Resumes
Resumes

Associate Vice President
View pageLocation:
Portage, MI
Industry:
Financial Services
Work:
Zhang Financial
Associate Vice President
Plante Moran Financial Advisors Jun 2010 - Oct 2017
Associate
Zhang Financial Jun 2010 - Oct 2017
Senior Manager
Associate Vice President
Plante Moran Financial Advisors Jun 2010 - Oct 2017
Associate
Zhang Financial Jun 2010 - Oct 2017
Senior Manager
Education:
College For Financial Planning 2012 - 2012
Taylor University 2006 - 2010
Bachelors, Finance
Taylor University 2006 - 2010
Bachelors, Finance
Skills:
Wealth Management Services
Wealth Accumulation
Wealth Preservation
Retirement Planning
Portfolio Management
Wealth Transfer
529 Plans
Certified Financial Planner
Wealth Accumulation
Wealth Preservation
Retirement Planning
Portfolio Management
Wealth Transfer
529 Plans
Certified Financial Planner
Certifications:
Certified Financial Planner™ Professional

Kolby Smith
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