Resumes
Resumes
Integrated Wealth Advisor
View pageLocation:
Minneapolis, MN
Industry:
Financial Services
Work:
Carlson Capital Management
Integrated Wealth Advisor
Ameriprise Financial Services, Inc. Jun 2013 - Feb 2014
Client Service Associate
Affiance Financial Jun 2013 - Feb 2014
Associate Financial Planner
Creekside Tennis Club Jun 2009 - Jun 2013
Director of Tennis Programs
The Citadel Jan 2011 - Dec 2012
Certified Economics Tutor
Integrated Wealth Advisor
Ameriprise Financial Services, Inc. Jun 2013 - Feb 2014
Client Service Associate
Affiance Financial Jun 2013 - Feb 2014
Associate Financial Planner
Creekside Tennis Club Jun 2009 - Jun 2013
Director of Tennis Programs
The Citadel Jan 2011 - Dec 2012
Certified Economics Tutor
Education:
The Citadel 2011 - 2013
Masters, Business Administration, Business College of Charleston 2006 - 2009
Bachelors, Bachelor of Science, Economics
Masters, Business Administration, Business College of Charleston 2006 - 2009
Bachelors, Bachelor of Science, Economics
Skills:
Teamwork
Customer Service
Microsoft Excel
Finance
Fluent English
Powerpoint
Series 7
Public Speaking
Microsoft Office
Research
Teaching
Microsoft Word
Insurance
Personal Financial Planning
Life Insurance
Fluent Hebrew
Sports
Higher Education
Coaching
Series 66
Health Insurance
Social Media
Public Relations
Sports Management
Logistics
Social Media Marketing
Leadership
Financial Analysis
Time Management
Investments
Team Building
Team Leadership
Financial Planning
Financial Services
Outlook
Strategic Planning
Customer Service
Microsoft Excel
Finance
Fluent English
Powerpoint
Series 7
Public Speaking
Microsoft Office
Research
Teaching
Microsoft Word
Insurance
Personal Financial Planning
Life Insurance
Fluent Hebrew
Sports
Higher Education
Coaching
Series 66
Health Insurance
Social Media
Public Relations
Sports Management
Logistics
Social Media Marketing
Leadership
Financial Analysis
Time Management
Investments
Team Building
Team Leadership
Financial Planning
Financial Services
Outlook
Strategic Planning
Interests:
Politics
Animal Welfare
Children
Education
Animal Welfare
Children
Education
Languages:
Hebrew