Resumes
Resumes
Financial Consultant
View pageLocation:
1434 Charisma Way, Brentwood, CA 94513
Industry:
Financial Services
Work:
Travis Credit Union
Financial Consultant
Cuna Mutual Group
Regional Vice President, N.ca
S&P Global Market Intelligence Feb 2017 - Mar 2018
Regional Investment Consultant, S and P Investment Advisory Services
Sammons Retirement Solutions Dec 2012 - Jan 2017
Regional Vice President
Guardian Life Oct 2005 - Oct 2012
Regional Vice President
Financial Consultant
Cuna Mutual Group
Regional Vice President, N.ca
S&P Global Market Intelligence Feb 2017 - Mar 2018
Regional Investment Consultant, S and P Investment Advisory Services
Sammons Retirement Solutions Dec 2012 - Jan 2017
Regional Vice President
Guardian Life Oct 2005 - Oct 2012
Regional Vice President
Education:
University of Massachusetts Boston 2008 - 2010
Master of Business Administration, Masters, Business Elon University 2001 - 2004
Bachelors, Bachelor of Science, Business Wachusett Regional High School
Elon University
Master of Business Administration, Masters, Business Elon University 2001 - 2004
Bachelors, Bachelor of Science, Business Wachusett Regional High School
Elon University
Skills:
Sales Presentations
Problem Solving
Income Protection
Financial Literacy Training
Retirement Planning
Series 7
Mutual Funds
Series 63
Fixed Annuities
Variable Annuities
Iras
Guaranteed Lifetime Income
Problem Solving
Income Protection
Financial Literacy Training
Retirement Planning
Series 7
Mutual Funds
Series 63
Fixed Annuities
Variable Annuities
Iras
Guaranteed Lifetime Income
Languages:
English
Certifications:
Nssa