Resumes
Resumes
Senior Wealth Advisor
View pageLocation:
560 west Corydon St, Bradford, PA 16701
Industry:
Financial Services
Work:
First Commonwealth Bank
Senior Wealth Advisor
First Commowealth Advisors Jan 2011 - Jan 2015
Vice President, Wealth Market Leader
First Commonwealth Bank 2007 - 2011
Financial Advisor
Axa Advisors 2004 - 2007
Registered Representative
Beacon Light Behavioral Heath Systems 2000 - 2004
Residential Manager
Senior Wealth Advisor
First Commowealth Advisors Jan 2011 - Jan 2015
Vice President, Wealth Market Leader
First Commonwealth Bank 2007 - 2011
Financial Advisor
Axa Advisors 2004 - 2007
Registered Representative
Beacon Light Behavioral Heath Systems 2000 - 2004
Residential Manager
Education:
University of Pittsburgh 1996 - 2001
Fairview High School 1992 - 1996
Fairview High School 1992 - 1996
Skills:
Investments
Retirement
Life Insurance
Retirement Planning
Finance
Wealth Management
Management
Insurance
Disability Insurance
Financial Services
Financial Planning
Mutual Funds
Estate Planning
Series 7
Financial Advisory
Banking
Strategic Financial Planning
Employee Benefits
Term Life Insurance
Series 63
Fixed Annuities
401K
Asset Allocation
Series 6
Investment Advisory
Uniform Combined State Law
Wealth
Wealth Management Services
Iras
Retirement
Life Insurance
Retirement Planning
Finance
Wealth Management
Management
Insurance
Disability Insurance
Financial Services
Financial Planning
Mutual Funds
Estate Planning
Series 7
Financial Advisory
Banking
Strategic Financial Planning
Employee Benefits
Term Life Insurance
Series 63
Fixed Annuities
401K
Asset Allocation
Series 6
Investment Advisory
Uniform Combined State Law
Wealth
Wealth Management Services
Iras
Interests:
Children
Economic Empowerment
Politics
Poverty Alleviation
Arts and Culture
Economic Empowerment
Politics
Poverty Alleviation
Arts and Culture
Certifications:
Chartered Financial Consultant
Certified Retirement Counselor
Certified Financial Planner
The American College of Financial Services
International Foundation For Retirement Education (Infre)
Certified Financial Planner Board of Standards, Inc.
Certified Retirement Counselor
Certified Financial Planner
The American College of Financial Services
International Foundation For Retirement Education (Infre)
Certified Financial Planner Board of Standards, Inc.