Resumes
Resumes
Managing Director, Partner Of The Sarian Group At Hightower
View pageLocation:
120 Lakeside Ln, Media, PA 19063
Industry:
Financial Services
Work:
Hightower
Managing Director, Partner of the Sarian Group at Hightower
Merrill Lynch Jan 1999 - Feb 2013
Wealth Management Advisor
Managing Director, Partner of the Sarian Group at Hightower
Merrill Lynch Jan 1999 - Feb 2013
Wealth Management Advisor
Education:
Villanova University 1987 - 1991
Bachelors, Bachelor of Science, Business Administration, Management Episcopal Academy 1977 - 1987
Bachelors, Bachelor of Science, Business Administration, Management Episcopal Academy 1977 - 1987
Skills:
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Research
Windows
Outlook
Public Speaking
Budgets
Strategic Planning
Series 7
Wealth Management
Retirement Planning
Asset Allocation
Investments
Series 63
Investment Advisory
Strategic Financial Planning
Mutual Funds
Portfolio Management
Alternative Investments
Equities
Retirement
Investment Strategies
Fixed Income
Asset Management
Uniform Combined State Law
Securities
Financial Advisory
Estate Planning
Microsoft Word
Customer Service
Powerpoint
English
Research
Windows
Outlook
Public Speaking
Budgets
Strategic Planning
Series 7
Wealth Management
Retirement Planning
Asset Allocation
Investments
Series 63
Investment Advisory
Strategic Financial Planning
Mutual Funds
Portfolio Management
Alternative Investments
Equities
Retirement
Investment Strategies
Fixed Income
Asset Management
Uniform Combined State Law
Securities
Financial Advisory
Estate Planning