Resumes
Resumes
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Director Of Financial
View pageLocation:
Redmond, WA
Industry:
Financial Services
Work:
Avier Wealth Advisors Mar 2016 - Apr 2019
Associate Financial Advisor
Personal Investment Management Mar 2016 - Apr 2019
Senior Financial Advisor
Family Member Care Nov 2014 - Dec 2015
Caregiver
Bank of America Merrill Lynch 2014 - 2014
Financial Solutions Advisor
Charles Schwab 2009 - 2014
Associate Financial Consultant
Associate Financial Advisor
Personal Investment Management Mar 2016 - Apr 2019
Senior Financial Advisor
Family Member Care Nov 2014 - Dec 2015
Caregiver
Bank of America Merrill Lynch 2014 - 2014
Financial Solutions Advisor
Charles Schwab 2009 - 2014
Associate Financial Consultant
Education:
College For Financial Planning 2013 - 2015
Northwest University 2002 - 2003
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management Azusa Pacific University 1996 - 1997
Northwest University 2002 - 2003
Bachelors, Bachelor of Arts, Business Administration, Management, Business Administration and Management Azusa Pacific University 1996 - 1997
Skills:
Wealth Management
Financial Planning
Investment Strategies
Portfolio Management
Retirement Planning
Financial Planning
Investment Strategies
Portfolio Management
Retirement Planning
Certifications:
Cfp
Accredited Asset Management Specialist
Certified Divorce Financial Analyst (Cdfa)
Accredited Asset Management Specialist
Certified Divorce Financial Analyst (Cdfa)
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