Resumes
Resumes
Managing Partner And Wealth Advisor
View pageLocation:
Shreveport, LA
Industry:
Financial Services
Work:
Swan Wealth Management Group, Inc.
Managing Partner and Wealth Advisor
Wells Fargo Apr 2011 - Mar 2016
Financial Advisor
Morgan Stanley Jul 2007 - Apr 2011
Financial Advisor and Financial Planning Specialist
Ubs Jul 2005 - Jul 2007
Financial Advisor
Carlin Financial Group Jan 1998 - Dec 2001
Trader and Technical Analyst
Managing Partner and Wealth Advisor
Wells Fargo Apr 2011 - Mar 2016
Financial Advisor
Morgan Stanley Jul 2007 - Apr 2011
Financial Advisor and Financial Planning Specialist
Ubs Jul 2005 - Jul 2007
Financial Advisor
Carlin Financial Group Jan 1998 - Dec 2001
Trader and Technical Analyst
Education:
University of Massachusetts Amherst 1981 - 1985
Bachelors, Bachelor of Arts, Business, Business Marketing
Bachelors, Bachelor of Arts, Business, Business Marketing
Skills:
Portfolio Management
Retirement Planning
Investments
Insurance
Estate Planning
Long Term Care
Philanthropy
Education Funding
Estate Planning Strategies
Financial Advisory
Retirement Planning
Investments
Insurance
Estate Planning
Long Term Care
Philanthropy
Education Funding
Estate Planning Strategies
Financial Advisory
Interests:
Family
Backgammon
Chess
Ping Pong
Tennis
Friends
Backgammon
Chess
Ping Pong
Tennis
Friends