Location:
2906 Riverside Dr, Richmond, VA 23225
Industry:
Financial Services
Work:
Evershore Financial Group Oct 2017 - Feb 2018
Financial Services Professional
New York Life & Mainstay Investments May 2015 - Jun 2017
Financial Advisor, Aamsã Â
Suntrust Bank 2012 - 2014
Financial Advisor
Edward Jones Mar 2008 - Mar 2011
Financial Advisor
Mar 2008 - Mar 2011
Real Estate Agent
Education:
General Douglas Macarthur High School
College For Financial Planning
Wagner College
Virginia Commonwealth University
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
Skills:
Finance
Retirement
Management
Investments
Insurance
Financial Services
Banking
Leadership
Strategic Planning
Wealth Management
Team Building
Retirement Planning
Customer Service
Securities
Series 7
Mutual Funds
Portfolio Management
Financial Analysis
Interests:
Social Services
Children
Education
Environment
Poverty Alleviation
Science and Technology
Human Rights
Arts and Culture
Certifications:
College For Financial Planning
Accredited Asset Management Specialist
Accredited Asset Management Specialist
