Resumes
Resumes
Squad Leader
View pageLocation:
2417 Morton Ave, Norwood, OH 45212
Industry:
Financial Services
Work:
Fidelity Investments
Investment Consultant
Fidelity Investments Dec 2013 - Feb 2015
Investment Solutions Representative
Fidelity Investments Dec 2012 - Dec 2013
High Net Worth Service Associate
Fidelity Investments Apr 2012 - Dec 2012
Registered Financial Representative
Citizens Bank Mar 2010 - Apr 2012
Home Loan Advisor
Investment Consultant
Fidelity Investments Dec 2013 - Feb 2015
Investment Solutions Representative
Fidelity Investments Dec 2012 - Dec 2013
High Net Worth Service Associate
Fidelity Investments Apr 2012 - Dec 2012
Registered Financial Representative
Citizens Bank Mar 2010 - Apr 2012
Home Loan Advisor
Education:
Xavier University 2014 - 2014
Thomas More University 2011 - 2014
University of Cincinnati 2005 - 2010
Chagrin Falls High School
Thomas More University 2011 - 2014
University of Cincinnati 2005 - 2010
Chagrin Falls High School
Skills:
Leadership
Credit
Banking
Management
Finance
Financial Services
Customer Service
Microsoft Office
Investments
Fraud
Loans
Sales
Consumer Lending
Team Building
Insurance
Financial Planning
Crm
Teamwork
Accounting
Public Speaking
Mortgage Lending
Risk Management
Coaching
Supervisory Skills
Retail
Financial Risk
Risk
Credit
Banking
Management
Finance
Financial Services
Customer Service
Microsoft Office
Investments
Fraud
Loans
Sales
Consumer Lending
Team Building
Insurance
Financial Planning
Crm
Teamwork
Accounting
Public Speaking
Mortgage Lending
Risk Management
Coaching
Supervisory Skills
Retail
Financial Risk
Risk
Interests:
Children
Certifications:
Cfp Board, License 230453
Financial Industry Regulatory Authority (Finra)
Nasaa
National Mortgage Licensing System, License 655453
State of Ohio Department of Insurance, License 1064944
License 230453
Series 7
Series 66
Series 63
License 655453
License 1064944
Certified Financial Planner™
Nmls
State of Ohio Insurance License
Financial Industry Regulatory Authority (Finra)
Nasaa
National Mortgage Licensing System, License 655453
State of Ohio Department of Insurance, License 1064944
License 230453
Series 7
Series 66
Series 63
License 655453
License 1064944
Certified Financial Planner™
Nmls
State of Ohio Insurance License