Resumes
Resumes
Vice President Financial Consultant
View pageLocation:
950 Brickell Bay Dr, Miami, FL 33131
Industry:
Financial Services
Work:
Fidelity Investments
Vice President Financial Consultant
Fidelity Investments Jan 2016 - Dec 2016
Investment Consultant
Fidelity Investments Mar 2015 - Jan 2016
Financial Representative
Fidelity Investments Jul 2013 - Mar 2015
Options Principal, Active Trader Services
Vice President Financial Consultant
Fidelity Investments Jan 2016 - Dec 2016
Investment Consultant
Fidelity Investments Mar 2015 - Jan 2016
Financial Representative
Fidelity Investments Jul 2013 - Mar 2015
Options Principal, Active Trader Services
Education:
Florida Atlantic University 2010 - 2012
Clemson University 2008 - 2010
Florida Atlantic University 1992 - 1994
Clemson University 2008 - 2010
Florida Atlantic University 1992 - 1994
Skills:
Finance
Microsoft Office
Public Speaking
Investments
Securities
Investment Advisory
Return on Investment Analysis
Financial Planning
Stock Market Analysis
Employee Stock Options
Investment Management
Variable Annuities
Fixed Income
Mutual Funds
Financial Markets
Portfolio Management
Model Portfolios
Application Managed Services
Financial Analysis
Strategic Planning
Marketing
Customer Service
Microsoft Office
Public Speaking
Investments
Securities
Investment Advisory
Return on Investment Analysis
Financial Planning
Stock Market Analysis
Employee Stock Options
Investment Management
Variable Annuities
Fixed Income
Mutual Funds
Financial Markets
Portfolio Management
Model Portfolios
Application Managed Services
Financial Analysis
Strategic Planning
Marketing
Customer Service
Interests:
Children
Education
Disaster and Humanitarian Relief
Health
Education
Disaster and Humanitarian Relief
Health
Certifications:
Series 7, 66, 4
214 Life and Variable Contract Insurance License
215 Health & Life Insurance
214 Life and Variable Contract Insurance License
215 Health & Life Insurance