Resumes
Resumes
Vice President Advisor Consultant
View pageLocation:
170 Sunrise Dr, Leechburg, PA 15656
Industry:
Financial Services
Work:
Manning & Napier
Vice President Advisor Consultant
Rs Investments Jun 2012 - Nov 2013
Regional Vice President
Morningstar Mar 2011 - Jun 2012
Regional Sales Director
Oppenheimerfunds May 2004 - Mar 2011
Vice President and Regional Sales Manager
Bear Stearns Aug 2002 - May 2004
Margin Risk Control Analyst
Vice President Advisor Consultant
Rs Investments Jun 2012 - Nov 2013
Regional Vice President
Morningstar Mar 2011 - Jun 2012
Regional Sales Director
Oppenheimerfunds May 2004 - Mar 2011
Vice President and Regional Sales Manager
Bear Stearns Aug 2002 - May 2004
Margin Risk Control Analyst
Education:
Union College 1996 - 2000
Bachelors Dublin City University 1999 - 1999
Albany High School 1992 - 1996
Bachelors Dublin City University 1999 - 1999
Albany High School 1992 - 1996
Skills:
Series 7
Crpc
Financial Services
Financial Advisory
Wealth Management
Mutual Funds
Asset Allocation
Crpc
Financial Services
Financial Advisory
Wealth Management
Mutual Funds
Asset Allocation