Resumes
Resumes
Financial Consultant, Retirement Benefits Group
View pageLocation:
939 north Ontario Ave, Lindenhurst, NY 11757
Industry:
Financial Services
Work:
Equitable Advisors
Financial Consultant, Retirement Benefits Group
Axa Advisors
Retirement Benefits Specialist
Fhg Enterprises Aug 2007 - May 2010
General Manager
Fhg Enterprises Jul 2005 - Aug 2007
Assistant Manager
Financial Consultant, Retirement Benefits Group
Axa Advisors
Retirement Benefits Specialist
Fhg Enterprises Aug 2007 - May 2010
General Manager
Fhg Enterprises Jul 2005 - Aug 2007
Assistant Manager
Education:
Cleveland State University
Master of Business Administration, Masters Nassau Community College
Lindenhurst Senior High School
Master of Business Administration, Masters Nassau Community College
Lindenhurst Senior High School
Skills:
403B
Ira Rollover Strategies
Pension Distribution Planning
Risk Management
Asset Management
401K
Asset Allocation Strategies
Retirement Planning Strategies
Tax Deferred Investment Planning
Insurance Needs Analysis
Ira Rollover Strategies
Pension Distribution Planning
Risk Management
Asset Management
401K
Asset Allocation Strategies
Retirement Planning Strategies
Tax Deferred Investment Planning
Insurance Needs Analysis
Interests:
Education
Children
Children
Languages:
Spanish
English
English
Certifications:
Series 7 and 66
Life, Accident and Health
Finra
State of New York Department of Financial Services
Life, Accident and Health
Finra
State of New York Department of Financial Services