Resumes
Resumes
Chartered Retirement Planning Counselor & Accredited Portfolio Management Advisor At Ameriprise Financial
View pagePosition:
Financial Advisor at Ameriprise Financial
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work:
Ameriprise Financial - 6402 E. Superstition Springs Blvd |. Suite 100 | Mesa, AZ 85206 [email protected] since Nov 2008
Financial Advisor
H&R Block Financial Advisors Apr 2004 - Oct 2008
Financial Advisor
New England Financial Sep 2003 - Apr 2004
Insurance Specialist
Financial Advisor
H&R Block Financial Advisors Apr 2004 - Oct 2008
Financial Advisor
New England Financial Sep 2003 - Apr 2004
Insurance Specialist
Education:
College for Financial Planning 2010 - 2011
Certifications, Accredited Portfolio Management Advisor (APMA) College for Financial Planning 2009 - 2010
Certification, Chartered Retirement Planning Counselor (CRPC) Oregon State University 1992 - 1996
B.A. in Science Elmira high school 1988 - 1991
Certifications, Accredited Portfolio Management Advisor (APMA) College for Financial Planning 2009 - 2010
Certification, Chartered Retirement Planning Counselor (CRPC) Oregon State University 1992 - 1996
B.A. in Science Elmira high school 1988 - 1991
Interests:
Coaching my children in various sports
Playing Volleyball, Basketball and Golf
Traveling, Hiking, Outdoor Adventures etc.
Participated as a girls soccer coach for the San Tan Soccer League
Participated as a girls Volleyball coach for the Chandler YMCA
Participate at San Tan Elementary as a 6th grade Junior Achievement Program volunteer
Certifications:
Accredited Portfolio Management Advisor (APMA), College for Financial Planning
Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
General Securities Representative, FINRA
Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
General Securities Representative, FINRA