Resumes
Resumes
Financial Advisor Specializing In Wealth Accumulation And Tax Efficient Planning To Help People Create
View pageLocation:
Bellport, NY
Industry:
Financial Services
Work:
Northwestern Mutual - Melville, New York since Feb 2013
Financial Representative
Broadridge - Edgewood, NY Jun 2012 - Feb 2013
Credit Analyst
Northwestern Mutual - Melville, New York Aug 2010 - Apr 2012
Financial Representative Intern
Financial Representative
Broadridge - Edgewood, NY Jun 2012 - Feb 2013
Credit Analyst
Northwestern Mutual - Melville, New York Aug 2010 - Apr 2012
Financial Representative Intern
Education:
City University of New York-Baruch College - Zicklin School of Business 2008 - 2012
BBA, Finance/ Investments Bellport Senior High School
BBA, Finance/ Investments Bellport Senior High School
Skills:
Finance
Customer Service
Leadership
Investments
Financial Analysis
Microsoft Office
Microsoft Excel
Credit
Insurance
Financial Services
Microsoft Word
Powerpoint
Estate Planning
Financial Planning
Fixed Annuities
Buy Sell Agreements
Equities
Business Planning
Life Insurance
Management
Customer Service
Leadership
Investments
Financial Analysis
Microsoft Office
Microsoft Excel
Credit
Insurance
Financial Services
Microsoft Word
Powerpoint
Estate Planning
Financial Planning
Fixed Annuities
Buy Sell Agreements
Equities
Business Planning
Life Insurance
Management