Resumes
Resumes

Vice President, Client Advisor
View pageLocation:
Grand Rapids, MI
Industry:
Investment Management
Work:
Founders Bank & Trust - Greater Grand Rapids, Michigan Area since Aug 2012
AVP, Trust & Investments
Fifth Third Private Bank Aug 2000 - Aug 2012
AVP, Wealth Management Advisor
AVP, Trust & Investments
Fifth Third Private Bank Aug 2000 - Aug 2012
AVP, Wealth Management Advisor
Education:
Grand Valley State University 1996 - 2000
BBA, Finance, Economics emphasis Rockford High School
BBA, Finance, Economics emphasis Rockford High School
Skills:
Wealth Management
Investments
Investment Management
Financial Services
High Net Worth Individuals
Wealth Management Services
Portfolio Management
Investment Advisory
Banking
Private Banking
Insurance
Retirement Planning
Trust Services
Estate Planning
Financial Planning
Strategic Financial Planning
Asset Allocation
401K
Series 7
Investments
Investment Management
Financial Services
High Net Worth Individuals
Wealth Management Services
Portfolio Management
Investment Advisory
Banking
Private Banking
Insurance
Retirement Planning
Trust Services
Estate Planning
Financial Planning
Strategic Financial Planning
Asset Allocation
401K
Series 7
Certifications:
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Michigan Resident Insurance Producer
Life, Accident, and Health
Chartered Life Underwriter (Clu)
Michigan Resident Insurance Producer
Life, Accident, and Health

Nurse
View pageLocation:
Grand Rapids, MI
Work:
Spectrum Health
Nurse
Nurse