Resumes
Resumes
Vice President, Retirement Strategist
View pageLocation:
2021 north Kedzie Ave, Chicago, IL 60647
Industry:
Financial Services
Work:
Sheridan Road Financial - Northbrook, IL since Nov 2012
Wealth Management Associate
LevelUp - Greater Chicago Area Jun 2012 - Dec 2012
Brand Ambassador
Chicago City Hall - Committee on Finance May 2010 - Aug 2010
Small Claims File Clerk
Wealth Management Associate
LevelUp - Greater Chicago Area Jun 2012 - Dec 2012
Brand Ambassador
Chicago City Hall - Committee on Finance May 2010 - Aug 2010
Small Claims File Clerk
Education:
Marquette University 2008 - 2012
Bachelor of Science in Business Administration, Economics and Marketing University of Antwerp 2010 - 2010
Marquette University Study Abroad Program, International Business
Bachelor of Science in Business Administration, Economics and Marketing University of Antwerp 2010 - 2010
Marquette University Study Abroad Program, International Business
Skills:
Microsoft Office
Linear Regression
Regression
Excel
Eviews
Pivot Tables
Vlookup
Database Development
Data Analysis
Access
Financial Modeling
Powerpoint
Word
Market Research
Analytics
Forecasting
Economics
Marketing Strategy
Social Media
Customer Service
Econometrics
Microsoft Excel
Microsoft Word
Portfolio Management
Wealth Management
Mutual Funds
Analysis
Investments
Asset Allocation
Financial Analysis
Asset Management
Risk Management
Investment Advisory
Investment Management
Financial Advisory
Linear Regression
Regression
Excel
Eviews
Pivot Tables
Vlookup
Database Development
Data Analysis
Access
Financial Modeling
Powerpoint
Word
Market Research
Analytics
Forecasting
Economics
Marketing Strategy
Social Media
Customer Service
Econometrics
Microsoft Excel
Microsoft Word
Portfolio Management
Wealth Management
Mutual Funds
Analysis
Investments
Asset Allocation
Financial Analysis
Asset Management
Risk Management
Investment Advisory
Investment Management
Financial Advisory
Interests:
Hockey
Golf
Basketball
Golf
Basketball
Languages:
English
Certifications:
Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities Agent State Law Examination
Series 65 - Uniform Investment Adviser Law Examination
Insurance Life and Health Producer License
Cfa Level I Badge
Cfa Level Ii Badge
Series 63 - Uniform Securities Agent State Law Examination
Series 65 - Uniform Investment Adviser Law Examination
Insurance Life and Health Producer License
Cfa Level I Badge
Cfa Level Ii Badge