Resumes
Resumes
Senior Investment Strategist
View pageLocation:
7 St Paul St, Baltimore, MD
Industry:
Investment Management
Work:
Vanguard Dec 2012 - Jul 2016
Product Specialist
Vanguard Dec 2012 - Jul 2016
Senior Investment Strategist
Vanguard Apr 2011 - Dec 2012
High Net Worth Client Representative
Product Specialist
Vanguard Dec 2012 - Jul 2016
Senior Investment Strategist
Vanguard Apr 2011 - Dec 2012
High Net Worth Client Representative
Education:
Rider University 2002 - 2006
Bachelors, Bachelor of Science In Business Administration, Business, Finance Loch Raven High School
Bachelors, Bachelor of Science In Business Administration, Business, Finance Loch Raven High School
Skills:
Wealth Management
Investments
Estate Planning
Financial Services
Retirement Planning
Mutual Funds
Strategic Financial Planning
Banking
Crm
Asset Allocation
Investment Advisory
Investment Strategies
Leadership
Portfolio Management
Investment Management
Financial Planning
Investments
Estate Planning
Financial Services
Retirement Planning
Mutual Funds
Strategic Financial Planning
Banking
Crm
Asset Allocation
Investment Advisory
Investment Strategies
Leadership
Portfolio Management
Investment Management
Financial Planning
Interests:
Investments
Reading
Golf
Travel
History
Reading
Golf
Travel
History