Resumes
Resumes
Available For Hire
View pageLocation:
1450 3Rd St, Manhattan Beach, CA 90266
Industry:
Financial Services
Work:
Searching For A New Opportunity
Available For Hire
Carnegie Investment Counsel
Managing Director and Wealth Advisor
Munn Wealth Management Jul 2015 - Sep 2018
Senior Financial Advisor
Skylight Financial Group Jun 2014 - Jun 2015
Financial Planner
Advisor Efx Mar 2013 - Jun 2014
Client Experience Consultant
Available For Hire
Carnegie Investment Counsel
Managing Director and Wealth Advisor
Munn Wealth Management Jul 2015 - Sep 2018
Senior Financial Advisor
Skylight Financial Group Jun 2014 - Jun 2015
Financial Planner
Advisor Efx Mar 2013 - Jun 2014
Client Experience Consultant
Education:
Bradley University 1993 - 1997
Bachelors, Bachelor of Science, Marketing Grossmont Hs 1989 - 1993
Bachelors, Bachelor of Science, Marketing Grossmont Hs 1989 - 1993
Skills:
Certified Financial Planner
Personal Financial Planning
Wealth Management Services
Business Strategy
Strategic Financial Planning
Wealth Management
Estate Planning
Investment Advisory
Portfolio Management
Analytical Skills
Quantitative Analytics
Financial Analysis
Financial Reporting
Marketing Strategy
Computer Literacy
Strategic Thinking
Customer Engagement
Family Wealth Management
Customer Experience Management
Charitable Gift Planning
Educational Workshops
Personal Financial Planning
Wealth Management Services
Business Strategy
Strategic Financial Planning
Wealth Management
Estate Planning
Investment Advisory
Portfolio Management
Analytical Skills
Quantitative Analytics
Financial Analysis
Financial Reporting
Marketing Strategy
Computer Literacy
Strategic Thinking
Customer Engagement
Family Wealth Management
Customer Experience Management
Charitable Gift Planning
Educational Workshops
Certifications:
Certified Financial Planner