Resumes
Resumes
Senior Manager Regional Centers And Team Leader, Portfolio Advisory Services
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
E*Trade Jun 2000 - Jun 2013
Senior Manager, Platinum Client Group
Harrisdirect 2003 - 2005
Manager
Fidelity Investments 2003 - 2005
Senior Manager Regional Centers and Team Leader, Portfolio Advisory Services
Senior Manager, Platinum Client Group
Harrisdirect 2003 - 2005
Manager
Fidelity Investments 2003 - 2005
Senior Manager Regional Centers and Team Leader, Portfolio Advisory Services
Education:
Western Governors University 2015 - 2019
Bachelors, Bachelor of Science, Marketing, Business Management Salt Lake Community College 2014 - 2014
Bachelors, Bachelor of Science, Marketing, Business Management Salt Lake Community College 2014 - 2014
Skills:
Financial Services
Securities
Mutual Funds
Series 7
Investments
Series 24
Series 63
Leadership
Options
Management
Trading
Finance
Finra
Equities
Portfolio Management
Wealth Management
Retirement Planning
Asset Management
Risk Management
Fixed Income
Relationship Management
Alternative Investments
Financial Markets
Derivatives
Hedge Funds
Capital Markets
Bonds
Investment Strategies
Investment Advisory
Asset Allocation
Etfs
Equity Trading
Electronic Trading
Strategic Financial Planning
Trading Systems
Financial Planning
Series 66
Uniform Combined State Law
Securities
Mutual Funds
Series 7
Investments
Series 24
Series 63
Leadership
Options
Management
Trading
Finance
Finra
Equities
Portfolio Management
Wealth Management
Retirement Planning
Asset Management
Risk Management
Fixed Income
Relationship Management
Alternative Investments
Financial Markets
Derivatives
Hedge Funds
Capital Markets
Bonds
Investment Strategies
Investment Advisory
Asset Allocation
Etfs
Equity Trading
Electronic Trading
Strategic Financial Planning
Trading Systems
Financial Planning
Series 66
Uniform Combined State Law
Interests:
Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Arts and Culture
Health
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Arts and Culture
Health
Certifications:
Views Expressed Are As of the Date Indicated and May Change Based on Market and Other Conditions. Unless Otherwise Noted, the Opinions Provided Are Those of the Author, and Not Those of Fidelity Investments.
Links To Third-Party Web Sites May Be Shared on This Page. Those Sites Are Unaffiliated With Fidelity.
Fidelity Has Not Been Involved In the Preparation of the Content Supplied at the Unaffiliated Site and Does Not Guarantee Or Assume Any Responsibility For Its Content.
Registered Representative (Series 7)
Registered Securities Broker (Series 63)
Securities Sales Supervisor (Series 9/10)
General Securities Principal (Series 24)
Links To Third-Party Web Sites May Be Shared on This Page. Those Sites Are Unaffiliated With Fidelity.
Fidelity Has Not Been Involved In the Preparation of the Content Supplied at the Unaffiliated Site and Does Not Guarantee Or Assume Any Responsibility For Its Content.
Registered Representative (Series 7)
Registered Securities Broker (Series 63)
Securities Sales Supervisor (Series 9/10)
General Securities Principal (Series 24)