Resumes
Resumes
Wealth Manager
View pageLocation:
28 Craven Dr, Charleroi, PA 15022
Industry:
Financial Services
Work:
Tiaa Sep 2012 - Apr 2016
Wealth Management Advisor
Confluence Financial Partners Sep 2012 - Apr 2016
Wealth Manager
Ubs Jan 2003 - Sep 2012
Account Vice President
Bayer 2002 - 2002
Treasury Analyst
Wealth Management Advisor
Confluence Financial Partners Sep 2012 - Apr 2016
Wealth Manager
Ubs Jan 2003 - Sep 2012
Account Vice President
Bayer 2002 - 2002
Treasury Analyst
Education:
Duquesne University 1993 - 1997
Bachelors, Bachelor of Science, Accounting, Finance Ringgold High School 1990 - 1993
Ringgold Senior High School
Bachelors, Bachelor of Science, Accounting, Finance Ringgold High School 1990 - 1993
Ringgold Senior High School
Skills:
Relationship Management
New Business Development
Estate Planning
Insurance
Wealth Management Services
Investments
Asset Management
Wealth Management
Mutual Funds
Retirement Planning
Portfolio Management
Capital Markets
Management
Wealth
Risk Management
Finance
Hedge Funds
Sales
Financial Analysis
Investment Management
Customer Service
Financial Services
Asset Allocation
Securities
Financial Planning
New Business Development
Estate Planning
Insurance
Wealth Management Services
Investments
Asset Management
Wealth Management
Mutual Funds
Retirement Planning
Portfolio Management
Capital Markets
Management
Wealth
Risk Management
Finance
Hedge Funds
Sales
Financial Analysis
Investment Management
Customer Service
Financial Services
Asset Allocation
Securities
Financial Planning
Certifications:
Cfp
Account Vice President At Ubs Financial Service, Inc.
View pageLocation:
Greater Pittsburgh Area
Industry:
Financial Services
Experience:
UBS Financial Service, Inc. (Public Company; 10,001+ employees; ubs; Financial Services industry): Account Vice President, (January 2003-Present) Consol Energy (Public Company; CNX; Mining & Metals industry): Treasury Analyst, (August 1997-June 2000)&nb...