Resumes
Resumes
Assistant Vice President|Senior Portfolio Advisor|Financial Advisor
View pageLocation:
Fredonia, NY
Industry:
Financial Services
Work:
Merrill Lynch
Assistant Vice President|Senior Portfolio Advisor|Financial Advisor
Evans Bank Wealth Management Nov 2016 - Jul 2019
Wealth Advisor
Community Bank Wealth Management Jul 1, 2012 - Nov 2016
Regional Financial Consultant
Axa Advisors Dec 2010 - Jul 2012
Financial Consultant
Assistant Vice President|Senior Portfolio Advisor|Financial Advisor
Evans Bank Wealth Management Nov 2016 - Jul 2019
Wealth Advisor
Community Bank Wealth Management Jul 1, 2012 - Nov 2016
Regional Financial Consultant
Axa Advisors Dec 2010 - Jul 2012
Financial Consultant
Education:
State University of New York at Fredonia 2006 - 2010
Bachelors, Finance
Bachelors, Finance
Skills:
Series 7
Investments
Mutual Funds
Investment Advisory
Asset Allocation
Uniform Combined State Law
Finance
Fixed Income
Alternative Investments
Equities
Life Insurance
Iras
Retirement
Retirement Planning
Portfolio Management
Wealth Management
Financial Planning
Trading
Investments
Mutual Funds
Investment Advisory
Asset Allocation
Uniform Combined State Law
Finance
Fixed Income
Alternative Investments
Equities
Life Insurance
Iras
Retirement
Retirement Planning
Portfolio Management
Wealth Management
Financial Planning
Trading
Financial Planner At Axa Advisors
View pageLocation:
Jamestown, New York Area
Industry:
Financial Services
Experience:
AXA Advisors (Public Company; AXAHY; Financial Services industry): Financial Planner, (September 2010-Present) Home Depot (Retail industry): Cashier, (August 2008-November 2010) NRG Energy (Public Company; NRG; Oil & Energy industry): Ut...