Resumes
Resumes
Senior Advisor
View pageLocation:
357 east Winslow Rd, Bloomington, IN 47401
Industry:
Financial Services
Work:
Innovative Financial Solutions since Mar 2003
Certified Financial Planner Professional
Certified Financial Planner Professional
Education:
The American College 2003 - 2005
Professional, Certified Financial Planner Indiana University Bloomington 1998 - 2002
B.S., Business Administration (Majors in Finance, Business Process Management and Operations Management)
Professional, Certified Financial Planner Indiana University Bloomington 1998 - 2002
B.S., Business Administration (Majors in Finance, Business Process Management and Operations Management)
Skills:
Wealth Management
Retirement Income
Investment Management
Risk Management
Inheritance
Estate Conservation Strategies
Retirement Income
Investment Management
Risk Management
Inheritance
Estate Conservation Strategies
Innovative Financial Solutions
View pageLocation:
Bloomington, Indiana Area
Industry:
Financial Services