Resumes
Resumes
Senior Financial Consultant
View pageLocation:
New Richmond, WI
Industry:
Financial Services
Work:
Scottrade since Jun 2012
Investment Consultant II
Scottrade May 2009 - May 2012
Investment Consultant
Scottrade Oct 2008 - Apr 2009
Brokerage Office Intern
Investment Consultant II
Scottrade May 2009 - May 2012
Investment Consultant
Scottrade Oct 2008 - Apr 2009
Brokerage Office Intern
Education:
University of Wisconsin-River Falls 2012 - 2014
Master of Business Administration (M.B.A.) University of Wisconsin-River Falls 2007 - 2009
Bachelor of Science (B.S.), Finance Century College 2005 - 2007
Associate of Arts (A.A.), General Studies Stillwater High School
Master of Business Administration (M.B.A.) University of Wisconsin-River Falls 2007 - 2009
Bachelor of Science (B.S.), Finance Century College 2005 - 2007
Associate of Arts (A.A.), General Studies Stillwater High School
Skills:
Portfolio Management
Investments
Series 7
Customer Service
Trading
Risk Management
Teamwork
Series 63
Banking
Options Strategies
Margin
Financial Risk Management
Seminar Marketing
Strategic Negotiations
Research
Valuation
Microsoft Office
Peoplesoft
Investments
Series 7
Customer Service
Trading
Risk Management
Teamwork
Series 63
Banking
Options Strategies
Margin
Financial Risk Management
Seminar Marketing
Strategic Negotiations
Research
Valuation
Microsoft Office
Peoplesoft
Certifications:
Series 7
Series 63
Series 66
Series 63
Series 66