Resumes
Resumes
Manager-Portfolio Consultant
View pageLocation:
Indianapolis, IN
Industry:
Financial Services
Work:
Charles Schwab
Manager-Portfolio Consultant
Manager-Portfolio Consultant
Education:
Oakland University
Michigan State University - the Eli Broad College of Business
Bachelors, Bachelor of Arts, Accounting, Finance
Michigan State University - the Eli Broad College of Business
Bachelors, Bachelor of Arts, Accounting, Finance
Skills:
Wealth Management
Investments
Insurance
Alternative Investments
Retirement
Portfolio Management
Financial Planning
Fixed Income
Equities
Asset Management
Asset Allocation
Estate Planning
Risk Management
Investment Advisory
Investment Strategies
401K
Private Equity
Series 7
Series 24
Series 63
Series 65
Insurance License
Asset Managment
Banking
Cash Management
Employee Benefits
Finance
Financial Advisory
Financial Analysis
Financial Risk
Financial Services
Mutual Funds
Relationship Management
Strategic Financial Planning
Securities
Wealth Management Services
Succession Planning
Retirement Planning
Investments
Insurance
Alternative Investments
Retirement
Portfolio Management
Financial Planning
Fixed Income
Equities
Asset Management
Asset Allocation
Estate Planning
Risk Management
Investment Advisory
Investment Strategies
401K
Private Equity
Series 7
Series 24
Series 63
Series 65
Insurance License
Asset Managment
Banking
Cash Management
Employee Benefits
Finance
Financial Advisory
Financial Analysis
Financial Risk
Financial Services
Mutual Funds
Relationship Management
Strategic Financial Planning
Securities
Wealth Management Services
Succession Planning
Retirement Planning
Certifications:
Certified Financial Planner (Cfp®)
Senior Manager-Senior Private Client
View pageLocation:
Indianapolis, IN
Work:
Senior Manager-Senior Private Client