Resumes
Resumes
Founder
View pageLocation:
46958 Fairhills Ct, Sterling, VA 20165
Industry:
Financial Services
Work:
Luminate Financial Planning
Founder
Cam Dec 2014 - Jul 2017
Wealth Planning Coordinator
Raymond James May 2013 - Nov 2014
Financial Advisor
Founder
Cam Dec 2014 - Jul 2017
Wealth Planning Coordinator
Raymond James May 2013 - Nov 2014
Financial Advisor
Education:
Georgetown University Mcdonough School of Business 1997 - 1999
Master of Business Administration, Masters, Finance Bloomsburg University of Pennsylvania 1991 - 1995
Bachelors, Bachelor of Science, Marketing
Master of Business Administration, Masters, Finance Bloomsburg University of Pennsylvania 1991 - 1995
Bachelors, Bachelor of Science, Marketing
Skills:
Program Management
Strategic Planning
Wealth Management
Social Media
Management
Finance
Process Improvement
Public Speaking
Series 7
Securities
Strategic Planning
Wealth Management
Social Media
Management
Finance
Process Improvement
Public Speaking
Series 7
Securities
Certifications:
Certified Financial Planner™
Manager
View pageWork:
Irvine Tennis
Manager
Manager