Resumes
Resumes
Ryan Millimaci
View pagePosition:
Assistant Vice President and Client Services Officer at First National Trust Company
Location:
Erie, Pennsylvania Area
Industry:
Financial Services
Work:
First National Trust Company since Feb 2010
Assistant Vice President and Client Services Officer
HBK Sorce Financial Nov 2005 - Feb 2010
Financial Advisor
Evans Capital Management May 2002 - Oct 2005
Financial Advisor
Assistant Vice President and Client Services Officer
HBK Sorce Financial Nov 2005 - Feb 2010
Financial Advisor
Evans Capital Management May 2002 - Oct 2005
Financial Advisor
Education:
Penn State University 1999 - 2004
Bachelor of Science in Finance
Bachelor of Science in Finance
Skills:
Personal Financial Planning
Retirement Planning
Estate Planning
Investment Management
Business Succession Planning
Advanced Insurance Protection
Retirement Planning
Estate Planning
Investment Management
Business Succession Planning
Advanced Insurance Protection
Honor & Awards:
CERTIFIED FINANCIAL PLANNERÃÂâÃÂÃÂÃÂâ Education Program, CHARTERED RETIREMENT PLANS SPECIALIST Certification, FINRA Series 7 and 66 Licenses, Life and Health Insurance Licenses
Vice President And Relationship
View pageLocation:
Erie, PA
Industry:
Financial Services
Work:
F.n.b. Corporation
Vice President and Relationship Advisor
F.n.b. Corporation Feb 2010 - Dec 2013
Assistant Vice President and Client Advisor
Hbks Wealth Advisors Nov 2005 - Feb 2010
Financial Advisor
Evans Capital Management Inc. May 2002 - Oct 2005
Financial Advisor
May 2002 - Oct 2005
Vice President and Relationship
Vice President and Relationship Advisor
F.n.b. Corporation Feb 2010 - Dec 2013
Assistant Vice President and Client Advisor
Hbks Wealth Advisors Nov 2005 - Feb 2010
Financial Advisor
Evans Capital Management Inc. May 2002 - Oct 2005
Financial Advisor
May 2002 - Oct 2005
Vice President and Relationship
Education:
Penn State University 1999 - 2004
Bachelors, Bachelor of Science, Finance
Bachelors, Bachelor of Science, Finance
Skills:
Retirement Planning
Wealth Management
Portfolio Management
Finance
Estate Planning
Mutual Funds
Personal Financial Planning
Banking
Financial Planning
Financial Planners
Strategic Financial Planning
Retirement
Wealth Management Services
Investment Management
Succession Planning
Investments
Insurance Planning
Business Succession Planning
Wealth Management
Portfolio Management
Finance
Estate Planning
Mutual Funds
Personal Financial Planning
Banking
Financial Planning
Financial Planners
Strategic Financial Planning
Retirement
Wealth Management Services
Investment Management
Succession Planning
Investments
Insurance Planning
Business Succession Planning
Interests:
Social Services
Certifications:
Certified Financial Planner (Cfp®)
Chartered Retirement Plans Specialist (Crps®)
License 153965
Chartered Retirement Plans Specialist (Crps®)
License 153965