Description
QUALIFICATIONS HIGHLIGHTS Wealth Planning Effective Communicator Banking Background Relationship Building Compliance Conscious Insurance and Trusts Financial Plans Organized and Efficient Investments
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Financial Advisor Owner | 9/2011 - Present |
| (Confidential) | Senior Consultant Owner | 3/2008 - Present |
Accomplishments
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