Resumes
Resumes

Financial Planning Consultant
View pageLocation:
111 Misty Meadow Ln, South Windsor, CT 06074
Industry:
Financial Services
Work:
Voya Financial
Financial Planning Consultant
Vanguard Nov 1, 2013 - May 31, 2017
Retirement Associate
Merrill Lynch Mar 2010 - Nov 2013
Senior Registered Representative
Bloomberg Lp Jan 2009 - Aug 2009
Data Analyst
Financial Planning Consultant
Vanguard Nov 1, 2013 - May 31, 2017
Retirement Associate
Merrill Lynch Mar 2010 - Nov 2013
Senior Registered Representative
Bloomberg Lp Jan 2009 - Aug 2009
Data Analyst
Education:
Rutgers University 2004 - 2009
Bachelors, Bachelor of Arts, Economics, Psychology Ewing High School
Rutgers University–New Brunswick
Bachelors, Bachelor of Arts, Economics, Psychology Ewing High School
Rutgers University–New Brunswick
Skills:
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Windows
Research
Outlook
Editing
Sales
Finra Series 7
Finra Series 63
401 Retirement Savings Plans
403B7
Iras
Retirement Planning
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Windows
Research
Outlook
Editing
Sales
Finra Series 7
Finra Series 63
401 Retirement Savings Plans
403B7
Iras
Retirement Planning
Languages:
French

Wyman Brasor Ewing, NJ
View pageWork:
Merrill Lynch
Mar 2011 to 2000
Senior Registered Representative
Merrill Lynch
Pennington, NJ
Mar 2010 to Feb 2011
401k Customer Service Generalist
Mar 2011 to 2000
Senior Registered Representative
Merrill Lynch
Pennington, NJ
Mar 2010 to Feb 2011
401k Customer Service Generalist
Education:
Rutgers University
New Brunswick, NJ
Jan 2009
B.A. in Economics and Psychology
New Brunswick, NJ
Jan 2009
B.A. in Economics and Psychology
Skills:
Technical: Siebel data management system, Mainframe database (additional data archives), Igate document viewing portal, Knowledge of pension, equity, and 401k products, Microsoft Office (Word, Excel, PowerPoint, Outlook) Personal: Excellent time-management, communication, teamwork, and leadership skills
