Resumes
Resumes
Financial Consultant
View pageLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Us Banccorp Nov 2012 - Dec 2014
Wealth Management Advisor
Charles Schwab Nov 2012 - Dec 2014
Financial Consultant
Johnson Financial Group Feb 2007 - Nov 2012
Personal Trust Relationship Manager
Wealth Management Advisor
Charles Schwab Nov 2012 - Dec 2014
Financial Consultant
Johnson Financial Group Feb 2007 - Nov 2012
Personal Trust Relationship Manager
Skills:
Asset Allocation
Charitable Giving
Investments
Charitable Giving
Investments
Certifications:
Series 7
Series 63
Chartered Financial Consultant Chfc®
Series 63
Chartered Financial Consultant Chfc®
Vice President, Financial Consultant
View pageLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Charles Schwab
Vice President, Financial Consultant
Vice President, Financial Consultant
Marta Bartolacci
View pageLocation:
Milwaukee, WI
Industry:
Financial Services
Work:
Johnson Financial Group
Private Banker
Private Banker
Skills:
Clinical Consulting
Financial Consultant
View pageLocation:
Milwaukee, WI
Work:
Financial Consultant