Resumes
Resumes
Health Specialist
View pageLocation:
5708 Lindley Crescent Dr, Indian Trail, NC 28079
Industry:
Financial Services
Work:
Chase Feb 2009 - Feb 2010
Retirement Specialist
Tiaa Oct 2007 - Jan 2010
Annuity Specialist
Usaa Oct 2007 - Jan 2010
Financial Advisor
Bank of America Aug 2005 - Oct 2007
Annuity Operations Consultant
Ameriprise Financial Services, Inc. 1992 - 2005
Regional Annuity Specialist
Retirement Specialist
Tiaa Oct 2007 - Jan 2010
Annuity Specialist
Usaa Oct 2007 - Jan 2010
Financial Advisor
Bank of America Aug 2005 - Oct 2007
Annuity Operations Consultant
Ameriprise Financial Services, Inc. 1992 - 2005
Regional Annuity Specialist
Education:
University of Phoenix 2012 - 2014
Master of Business Administration, Masters St. Cloud State University 1987 - 1992
Bachelors, Bachelor of Science, Marketing
Master of Business Administration, Masters St. Cloud State University 1987 - 1992
Bachelors, Bachelor of Science, Marketing
Skills:
Series 63
Public Speaking
Fixed Annuities
Fixed Income
Retirement Income Strategies
Insurance
Retirement Planning
Iras
Investments
Variable Annuities
Asset Allocation
Roth Ira
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Customer Service
Annuity
Retirement
Series 65
Series 7
Public Speaking
Fixed Annuities
Fixed Income
Retirement Income Strategies
Insurance
Retirement Planning
Iras
Investments
Variable Annuities
Asset Allocation
Roth Ira
Investment Advisory
Financial Services
Wealth Management
Equities
Mutual Funds
Customer Service
Annuity
Retirement
Series 65
Series 7
Languages:
English