Resumes
Resumes
Financial Consultant
View pageLocation:
San Antonio, TX
Industry:
Financial Services
Work:
NFP since Aug 2006
AVP, Business Development
AVP, Business Development
Education:
California State University-Fullerton - College of Business and Economics 1996 - 2000
BA, Finance Salmen High School
BA, Finance Salmen High School
Skills:
Strategic Financial Planning
Financial Advisory
Investments
Relationship Management
Asset Management
Banking
Fixed Annuities
Retirement
Investment Advisory
Asset Allocation
Insurance
Wealth
Retirement Planning
Wealth Management
Life Insurance
Investment Management
Wealth Management Services
Financial Advisory
Investments
Relationship Management
Asset Management
Banking
Fixed Annuities
Retirement
Investment Advisory
Asset Allocation
Insurance
Wealth
Retirement Planning
Wealth Management
Life Insurance
Investment Management
Wealth Management Services
Certifications:
Certified Financial Planner
Chartered Advisor In Philanthropy
Certified Wealth Strategist
Level Ii Cfa Candidate
Chartered Advisor In Philanthropy
Certified Wealth Strategist
Level Ii Cfa Candidate