Occupation:Financial Specialist |
Location:Bear, DE |
Education Level:Some College Units Completed |
Will Relocate:YES |
Description
Series 7 and 63 licensed investment professional. Expertise includes high net worth client services, discount brokerage, insurance/annuity sales, and retail/commercial banking.Eleven years at one of most respected investment firms in the world managing high-profile client relationship's.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| The Vanguard Group Inc. | Ultra High Net Worth Relationship Administrator High Net Worth Relationship Consultant Retirement Consultant Investment Consultant / Wm Financial Services | 10/2009 - 9/2016 |
| Business Banker | Discount Broker | 1/1994 - 1/1996 |
| Citigroup | Investment Consultant/ Asst. Branch Manager Assistant Branch Manager ( 1996 1998) | 7/1992 - 7/2000 |
Accomplishments
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