Resumes
Resumes
Vice President - Client Services
View pageLocation:
512 Dogwood Dr, Chapel Hill, NC 27516
Industry:
Financial Services
Work:
Preferred Capital Corporation 1998 - 2000
Account Executive
Fisher Investments 1998 - 2000
Vice President - Client Services
Account Executive
Fisher Investments 1998 - 2000
Vice President - Client Services
Education:
University of Vermont 1995 - 1995
Bachelors, Bachelor of Science, Business Management Moses Brown School 1991
Bachelors, Bachelor of Science, Business Management Moses Brown School 1991
Skills:
Wealth Management
Asset Management
Financial Services
Financial Planning
Equities
Mutual Funds
Fixed Income
Customer Service
Retirement Planning
Asset Management
Financial Services
Financial Planning
Equities
Mutual Funds
Fixed Income
Customer Service
Retirement Planning