Resumes
Resumes
Wealth Management Advisor, Senior Vice President - Wealth Management
View pageLocation:
171 Brentwood Cir, North Andover, MA 01845
Industry:
Financial Services
Work:
Merrill Lynch
Wealth Management Advisor, Senior Vice President - Wealth Management
Wealth Management Advisor, Senior Vice President - Wealth Management
Education:
University of Miami 1983 - 1985
Masters Bryant University 1977 - 1981
Bachelors
Masters Bryant University 1977 - 1981
Bachelors
Skills:
Retirement Planning
Investment Management
Goals Based Planning Approach
Investment Management
Goals Based Planning Approach
Languages:
English
Certifications:
Chartered Retirement Planning Counselor
Personal Investment Advisor
Certified Financial Planner
Cfp Board of Standards
College For Financial Planning
Merrill Lynch Internal
Personal Investment Advisor
Certified Financial Planner
Cfp Board of Standards
College For Financial Planning
Merrill Lynch Internal