Occupation:Financial Analyst |
Location:San Francisco, CA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Summary Detail-oriented financial advisor with seven years of experience in successful new business development, competitive market share expansion, and business leadership experience seeking business development or management role within a Wealth Management Advisory practice. Core * Analytical & Inventive Financial Research and Planning
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Wealth Management Advisor | 1/2011 - Present |
| Complete Door Systems | President/Owner | 3/2002 - 1/2011 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Saint Mary's College of California | Business Management | 2002 | Bachelor Degree |
Accomplishments
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