Resumes
Resumes

Realtorâ And Broker
View pageLocation:
1004 Matilda Ln, Indian Trail, NC 28079
Industry:
Real Estate
Work:
Exp Realty
Realtorâ and Broker
Aafmaa 2013 - 2015
Senior Certified Financial Plannertm and Senior Investment Strategist
Suntrust Bank 2011 - 2013
Senior Certified Financial Plannertm
Axa Equitable 2008 - 2011
Senior Certified Financial Plannertm
Various Financial Services Firms 1997 - 2008
Senior Investment Advisor
Realtorâ and Broker
Aafmaa 2013 - 2015
Senior Certified Financial Plannertm and Senior Investment Strategist
Suntrust Bank 2011 - 2013
Senior Certified Financial Plannertm
Axa Equitable 2008 - 2011
Senior Certified Financial Plannertm
Various Financial Services Firms 1997 - 2008
Senior Investment Advisor
Education:
Western Michigan University 1993 - 1997
Bachelors, Bachelor of Business Administration, Economics, Business Management, Finance Queens University of Charlotte
Cannon Financial Institute
Bachelors, Bachelor of Business Administration, Economics, Business Management, Finance Queens University of Charlotte
Cannon Financial Institute
Skills:
Certified Financial Planner
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Asset Allocation
Estate Planning
Finance
Financial Planning
Investment Advisory
High Net Worth Individuals
Investment Strategies
Life Insurance
Portfolio Management
Wealth
Disability Insurance
Risk Management
Relationship Management
Banking
Mutual Funds
Insurance
Equities
Fixed Income
Financial Services
Wealth Accumulation
Investment Management
Financial Advisory
Iras
401K
Financial Risk
Bonds
Senior Certified Financial Planner
Financial Markets
Financial Analysis
Personal Finance
Cfp
Ctfa
Investment Sales
Return on Investment
Wealth Preservation Planning
Wealth Transfer
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Asset Allocation
Estate Planning
Finance
Financial Planning
Investment Advisory
High Net Worth Individuals
Investment Strategies
Life Insurance
Portfolio Management
Wealth
Disability Insurance
Risk Management
Relationship Management
Banking
Mutual Funds
Insurance
Equities
Fixed Income
Financial Services
Wealth Accumulation
Investment Management
Financial Advisory
Iras
401K
Financial Risk
Bonds
Senior Certified Financial Planner
Financial Markets
Financial Analysis
Personal Finance
Cfp
Ctfa
Investment Sales
Return on Investment
Wealth Preservation Planning
Wealth Transfer
Certifications:
Cfp®
Certified Trust and Financial Advisor
Cfp Board
American Bankers Association
Certified Trust and Financial Advisor
Cfp Board
American Bankers Association