Resumes
Resumes

Senior Financial Consultant
View pageLocation:
Bayville, NY
Industry:
Financial Services
Work:
E*Trade
Senior Financial Consultant
Jpmorgan Chase & Co. Jul 1, 2013 - Feb 2016
Private Client Advisor
Citi Jun 2012 - Jul 2013
Financial Advisor
Capital One 2008 - 2012
Financial Advisor
Senior Financial Consultant
Jpmorgan Chase & Co. Jul 1, 2013 - Feb 2016
Private Client Advisor
Citi Jun 2012 - Jul 2013
Financial Advisor
Capital One 2008 - 2012
Financial Advisor
Education:
Bryant University
Hofstra University
Bachelors, Bachelor of Business Administration, Finance
Hofstra University
Bachelors, Bachelor of Business Administration, Finance
Skills:
Series 63
401K Rollovers
Securities
Separate Accounts
Banking
Municipal Bonds
Separately Managed
Fixed Income
Asset Allocation
Series 7
Retirement Planning
Wealth Management
Mutual Funds
Uniform Combined State
401K Rollovers
Securities
Separate Accounts
Banking
Municipal Bonds
Separately Managed
Fixed Income
Asset Allocation
Series 7
Retirement Planning
Wealth Management
Mutual Funds
Uniform Combined State