Resumes
Resumes
Portfolio Advisor
View pageLocation:
213 Nautica Dr, Port Washington, WI 53074
Industry:
Financial Services
Work:
A To Z Financial Planning Limited
Portfolio Manager
Bmo Harris Bank Mar 2005 - Aug 2011
Investment Associate
Reis Financial Services Aug 2004 - Mar 2005
Financial Advisor Assistant
Strong Investments Aug 2001 - Aug 2004
Client Service Representative and Correspondence Team
Wilke Wealth & Investment Planning Aug 2001 - Aug 2004
Portfolio Advisor
Portfolio Manager
Bmo Harris Bank Mar 2005 - Aug 2011
Investment Associate
Reis Financial Services Aug 2004 - Mar 2005
Financial Advisor Assistant
Strong Investments Aug 2001 - Aug 2004
Client Service Representative and Correspondence Team
Wilke Wealth & Investment Planning Aug 2001 - Aug 2004
Portfolio Advisor
Education:
University of Wisconsin - Milwaukee 2006 - 2009
Master of Business Administration, Masters, Management Carthage College 1996 - 2000
Bachelors, Bachelor of Arts, Economics, Psychology, Business
Master of Business Administration, Masters, Management Carthage College 1996 - 2000
Bachelors, Bachelor of Arts, Economics, Psychology, Business
Skills:
Portfolio Management
Wealth Management
Investments
Financial Services
Mutual Funds
Series 7
Asset Allocation
Retirement Planning
Financial Planning
Financial Analysis
Asset Management
Equities
Wealth Management
Investments
Financial Services
Mutual Funds
Series 7
Asset Allocation
Retirement Planning
Financial Planning
Financial Analysis
Asset Management
Equities
Certifications:
Certified Financial Planner