Resumes
Resumes
Senior Vice President And Financial Advisor
View pageLocation:
1790 Town Park Blvd, Uniontown, OH 44685
Industry:
Financial Services
Work:
Integrated Wealth Management - 74 245 Hwy 111 Palm Desert Ca. 92270 since Aug 2009
Vice President and Senior Financial Advisor
Women Leaders Forum 2004 - 2010
Board Member
Temple Sinai 2004 - 2009
Board Member
UBS Financial Services - Palm Desert Ca. Jul 1997 - Jul 2009
Vice President and Senior Financial Advisor
UBS 1997 - 2009
Vice President-Investments and Retirement Planning Consultant
Vice President and Senior Financial Advisor
Women Leaders Forum 2004 - 2010
Board Member
Temple Sinai 2004 - 2009
Board Member
UBS Financial Services - Palm Desert Ca. Jul 1997 - Jul 2009
Vice President and Senior Financial Advisor
UBS 1997 - 2009
Vice President-Investments and Retirement Planning Consultant
Education:
Richmond High School 1957 - 1960
graduate
graduate
Skills:
Retirement Planning
Retirement
Investments
Strategic Financial Planning
Investment Strategies
Alternative Investments
Estate Planning
Uniform Combined State Law
Wealth Management
Investment Advisory
Financial Advisory
Mutual Funds
Public Speaking
Small Business
Wealth Management Services
Long Term Care
Asset Allocation
Fixed Annuities
401K
Financial Planning
Asset Management
Insurance
Trusts
Iras
Mortgage Lending
Fixed Income
High Net Worth Individuals
Investment Management
Pensions
Securities
Wealth
Financial Planners
Series 65
Equities
Etfs
Annuities
Portfolio Management
Succession Planning
Finance
Retirement
Investments
Strategic Financial Planning
Investment Strategies
Alternative Investments
Estate Planning
Uniform Combined State Law
Wealth Management
Investment Advisory
Financial Advisory
Mutual Funds
Public Speaking
Small Business
Wealth Management Services
Long Term Care
Asset Allocation
Fixed Annuities
401K
Financial Planning
Asset Management
Insurance
Trusts
Iras
Mortgage Lending
Fixed Income
High Net Worth Individuals
Investment Management
Pensions
Securities
Wealth
Financial Planners
Series 65
Equities
Etfs
Annuities
Portfolio Management
Succession Planning
Finance
Interests:
Teaching
Pickleball
Cooking
Yoga
Reading
Pickleball
Cooking
Yoga
Reading
Richmond High School
View pageLocation:
Palm Desert, CA
Work:
Richmond High School
Vice President And Senior Financial Advisor At Integrated Wealth Management
View pagePosition:
Vice President and Senior Financial Advisor at Integrated Wealth Management
Location:
Palm Desert, California
Industry:
Financial Services
Work:
Integrated Wealth Management - 74 245 Hwy 111 Palm Desert Ca. 92270 since Aug 2009
Vice President and Senior Financial Advisor
Women Leaders Forum 2004 - 2010
Board Member
Temple Sinai 2004 - 2009
Board Member
UBS Financial Services - Palm Desert Ca. Jul 1997 - Jul 2009
Vice President and Senior Financial Advisor
UBS 1997 - 2009
Vice President-Investments and Retirement Planning Consultant
Vice President and Senior Financial Advisor
Women Leaders Forum 2004 - 2010
Board Member
Temple Sinai 2004 - 2009
Board Member
UBS Financial Services - Palm Desert Ca. Jul 1997 - Jul 2009
Vice President and Senior Financial Advisor
UBS 1997 - 2009
Vice President-Investments and Retirement Planning Consultant
Education:
Richmond High School 1957 - 1960
graduate
graduate
Skills:
Wealth Management
Investment Strategies
Estate Planning
Financial Planning
Investments
Asset Allocation
Asset Management
Insurance
Investment Advisory
Public Speaking
Retirement Planning
Retirement
Annuities
Series 7
Portfolio Management
Mutual Funds
Succession Planning
Strategic Financial Planning
Investment Strategies
Estate Planning
Financial Planning
Investments
Asset Allocation
Asset Management
Insurance
Investment Advisory
Public Speaking
Retirement Planning
Retirement
Annuities
Series 7
Portfolio Management
Mutual Funds
Succession Planning
Strategic Financial Planning