Occupation:Financial Specialist |
Location:Matthews, NC |
Education Level:Associate |
Will Relocate:YES |
Description
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Regional Vp/Internal Wholesaler, Alternative Investments | 8/2018 - Present |
| Lpl Financial | Vice President Sponsor Relations | 1/2011 - 7/2018 |
| Insurance And Annuities Sales And Marketing Desk Manager | Non Proprietary Mutual Fund External Wholesaler | 12/2010 - 2/1993 |
| Ubs | Mutual Fund Product Manager | 11/2007 - 5/2009 |
| Financial Services | Director, Mutual Fund Product Manager | 2/1993 - 4/2007 |
Accomplishments
Highlights:
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