Resumes
Resumes
Vice President
View pageLocation:
4760 Fashion Square Blvd, Saginaw, MI 48604
Industry:
Financial Services
Work:
Hilliard Lyons since Jan 2006
Financial Consultant/Chartered Wealth Advisor
Smith Barney Apr 2001 - Jan 2006
Financial Consultant - Financial Planning Specialist
Financial Consultant/Chartered Wealth Advisor
Smith Barney Apr 2001 - Jan 2006
Financial Consultant - Financial Planning Specialist
Education:
Saginaw Valley State University 1993 - 1996
Bachelors
Bachelors
Skills:
Public Speaking
Retirement Planning
Customer Service
Investments
Asset Allocation
Retirement
Strategic Planning
Team Building
Finance
Mutual Funds
Strategic Financial Planning
Cash Flow
Fundraising
Insurance
Asset Management
Financial Analysis
Budgets
Event Planning
Financial Reporting
Wealth Preservation Planning
Financial Planning
Wealth Management
Estate Planning
Portfolio Management
Wealth
Retirement Planning
Customer Service
Investments
Asset Allocation
Retirement
Strategic Planning
Team Building
Finance
Mutual Funds
Strategic Financial Planning
Cash Flow
Fundraising
Insurance
Asset Management
Financial Analysis
Budgets
Event Planning
Financial Reporting
Wealth Preservation Planning
Financial Planning
Wealth Management
Estate Planning
Portfolio Management
Wealth
Financial Consultant/Chartered Wealth Advisor At Hilliard Lyons
View pagePosition:
Financial Consultant/Chartered Wealth Advisor at Hilliard Lyons
Location:
Saginaw, Michigan Area
Industry:
Financial Services
Work:
Hilliard Lyons since Jan 2006
Financial Consultant/Chartered Wealth Advisor
Smith Barney Apr 2001 - Jan 2006
Financial Consultant - Financial Planning Specialist
Financial Consultant/Chartered Wealth Advisor
Smith Barney Apr 2001 - Jan 2006
Financial Consultant - Financial Planning Specialist
Education:
Saginaw Valley State University 1993 - 1996
Bachelors
Bachelors