Resumes
Resumes
Founder
View pageLocation:
Seattle, WA
Industry:
Financial Services
Work:
TD Ameritrade - Seattle Washinton since May 2008
Investment Consultant
Waddell & Reed Feb 2006 - May 2008
Financial Advisor
Luxottica Retail - Greater Northwest Jun 2002 - Feb 2006
Regional Sales Manager
Eyes Rite/Infinfity Optical Jun 1992 - Jun 2002
CEO/President/Production & Supply Chain Manager/Optician
Vista Optical - Greater Seattle Area Aug 1997 - Dec 2000
Area Manager
Investment Consultant
Waddell & Reed Feb 2006 - May 2008
Financial Advisor
Luxottica Retail - Greater Northwest Jun 2002 - Feb 2006
Regional Sales Manager
Eyes Rite/Infinfity Optical Jun 1992 - Jun 2002
CEO/President/Production & Supply Chain Manager/Optician
Vista Optical - Greater Seattle Area Aug 1997 - Dec 2000
Area Manager
Education:
College for Financial Planning 2006 - 2007
Penn State University
The Pennsylvania State University
Penn State University
The Pennsylvania State University
Skills:
Series 24
Series 7
Series 66
Salesforce.com
Investment Advisory
Investment Strategies
Retail Management
Retail Distribution
Morningstar
Sap Erp
Qualified Retirement Plans
Defined Benefit
Defined Contribution
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Strategic Financial Planning
Retirement Planning
401K
Securities
Etfs
Financial Planning
Sales
Series 7
Series 66
Salesforce.com
Investment Advisory
Investment Strategies
Retail Management
Retail Distribution
Morningstar
Sap Erp
Qualified Retirement Plans
Defined Benefit
Defined Contribution
Asset Allocation
Portfolio Management
Investments
Mutual Funds
Strategic Financial Planning
Retirement Planning
401K
Securities
Etfs
Financial Planning
Sales
Interests:
Education
Certifications:
License 9245Aif
Crps (Chartered Retirement Plans Specialist)
Enterprise Resource Management With Sap
Plan Financial Consulting Certificate
Series 7
Series 66
Series 24
Crps (Chartered Retirement Plans Specialist)
Enterprise Resource Management With Sap
Plan Financial Consulting Certificate
Series 7
Series 66
Series 24