Resumes
Resumes
Securities America -- Senior Vice President Of Wealth Management And Product Strategy
View pageLocation:
Omaha, NE
Industry:
Financial Services
Work:
Securities America since Sep 2003
Securities America -- Vice President of Acquisitions, Product & Wealth Management
AFS Group 2001 - 2003
Financial Advisor
Nationwide Life and Annuity 1998 - 2001
Regional Sales Specialist
Sitel 1996 - 1996
Supervisor
Securities America -- Vice President of Acquisitions, Product & Wealth Management
AFS Group 2001 - 2003
Financial Advisor
Nationwide Life and Annuity 1998 - 2001
Regional Sales Specialist
Sitel 1996 - 1996
Supervisor
Education:
Bellevue University
Skills:
Investment Advisory
Wealth Management
Series 7
Mutual Funds
Series 24
Wealth Management
Series 7
Mutual Funds
Series 24
Interests:
Basketball
Financial Advisor Productivity
Cycling
Hiking
Mergers and Acquisitions
Running
Chinese Culture and Language
Golf
Travel
Financial Advisor Productivity
Cycling
Hiking
Mergers and Acquisitions
Running
Chinese Culture and Language
Golf
Travel
Languages:
Mandarin