Resumes
Resumes
Retirement Strategies Associate
View pageLocation:
Sacramento, CA
Industry:
Financial Services
Work:
Loring Ward
Retirement Strategies Associate
Aon Nov 2012 - May 2016
Dc Plan Specialist, Financial Advisor, Team Manager
Aon 2008 - 2012
Brokerage Specialist
E Trade Securities 2005 - 2008
Platinum Relationship Manager
Bloom Staloff Corporation 2003 - 2005
Vice-President and Head Trader
Retirement Strategies Associate
Aon Nov 2012 - May 2016
Dc Plan Specialist, Financial Advisor, Team Manager
Aon 2008 - 2012
Brokerage Specialist
E Trade Securities 2005 - 2008
Platinum Relationship Manager
Bloom Staloff Corporation 2003 - 2005
Vice-President and Head Trader
Education:
University of California, Berkeley 1980 - 1982
Bachelor of Arts, History
Bachelor of Arts, History
Skills:
Series 7
Mutual Funds
Trading
Options
Financial Services
Securities
Equities
Series 63
Finra
Investments
Risk Management
Commodity
Bonds
Alternative Investments
Asset Allocation
Budgets
Sales
Management
Finance
Retirement Planning
Mutual Funds
Trading
Options
Financial Services
Securities
Equities
Series 63
Finra
Investments
Risk Management
Commodity
Bonds
Alternative Investments
Asset Allocation
Budgets
Sales
Management
Finance
Retirement Planning
Interests:
Animal Welfare
Languages:
English
Spanish
Spanish
Certifications:
Crpc®
Retirement Plan Consultant
View pageLocation:
Sacramento, CA
Work:
Retirement Plan Consultant