Occupation:Financial Specialist |
Location:Harrington Park, NJ |
Education Level:Master |
Will Relocate:YES |
Description
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Senior Private Client Advisor | 8/2017 - Present |
Edelman Financial Services | Financial Planner, Associate Director | 8/2016 - 5/2017 |
Bergen County | Financial Consultant, Assistant Vice President | 3/2016 - 7/2016 |
Fidelity Investments | Vice President, Financial Consultant (Senior Account Executive) | 3/2010 - 3/2016 |
Merrill Lynch | Financial Advisor | 2/2007 - 3/2010 |