Resumes
Resumes
Wealth Management Advisor, Vice President
View pageLocation:
8075 Leesburg Pike, Vienna, VA 22182
Industry:
Financial Services
Work:
Merrill Lynch Wealth Management, Bank of America Corporation since Nov 2005
Wealth Management Advisor, Assistant Vice President
Wealth Management Advisor, Assistant Vice President
Education:
The George Washington University 1984 - 1988
Master's Degree Fordham University 1979 - 1984
Bachelor's Degree Wharton Executive Education
Master's Degree Fordham University 1979 - 1984
Bachelor's Degree Wharton Executive Education
Languages:
English
Certifications:
Certified Investment Management Analyst
Certified Financial Planner
Personal Investment Advisor
Chartered Retirement Planning Counselor
Certified 401(K) Professional
Retirement Benefits Consultant
Investment Management Consultants Association
Cfp Board of Standards
Merrill Lynch Internal
College For Financial Planning
Trau-Retirement University
Certified Financial Planner
Personal Investment Advisor
Chartered Retirement Planning Counselor
Certified 401(K) Professional
Retirement Benefits Consultant
Investment Management Consultants Association
Cfp Board of Standards
Merrill Lynch Internal
College For Financial Planning
Trau-Retirement University
Wealth Management Advisor, Senior Vice President
View pageLocation:
Washington, DC
Work:
Merrill Lynch
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Senior Vice President
Education:
The George Washington University
Masters
Masters
Leslie Whipkey
View pageLocation:
Washington, DC
Industry:
Music