Resumes
Resumes
Vice President, Financial Consultant
View pageLocation:
Akron, OH
Industry:
Financial Services
Work:
Fidelity Investments
Vice President, Financial Consultant
Vice President, Financial Consultant
Education:
Bowling Green State University
Bachelors, Bachelor of Science
Bachelors, Bachelor of Science
Skills:
Financial Services
Account Management
Series 7
Relationship Management
Mutual Funds
Sales
Series 63
Investments
Insurance
Cold Calling
Crm
Portfolio Management
Customer Service
New Business Development
Strategic Financial Planning
401K
Retirement
Banking
Securities
Employee Benefits
Retirement Planning
Investment Advisory
Mortgage Lending
Asset
Wealth Management
Fixed Annuities
Investment Strategies
Financial Advisory
Equities
Series 65
Etfs
Investment Management
Sales Presentations
Asset Allocation
Customer Retention
Selling
Asset Management
Financial Planners
Wealth Management Services
Wealth
Iras
High Net Worth Individuals
Account Management
Series 7
Relationship Management
Mutual Funds
Sales
Series 63
Investments
Insurance
Cold Calling
Crm
Portfolio Management
Customer Service
New Business Development
Strategic Financial Planning
401K
Retirement
Banking
Securities
Employee Benefits
Retirement Planning
Investment Advisory
Mortgage Lending
Asset
Wealth Management
Fixed Annuities
Investment Strategies
Financial Advisory
Equities
Series 65
Etfs
Investment Management
Sales Presentations
Asset Allocation
Customer Retention
Selling
Asset Management
Financial Planners
Wealth Management Services
Wealth
Iras
High Net Worth Individuals
Certifications:
Certified Financial Planner
Retired From Howden North America
View pageLocation:
2439 Summit Rd, Copley, OH 44321
Industry:
Machinery