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Knowlton W

Changing the world thru sound financial advising.

Occupation:

Personal Financial Advisor

Location:

Houston, TX

Education Level:

Bachelor

Will Relocate:

YES

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I have secured many positions in the accounting and financial fields since receiving my degree in Economics in 2002. They have prepared me with the experience to be a well-rounded, well-prepared financial planner and advisor.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 7/2006 - Present
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Highlights:

Ranked 1st in Sales Competition, Aug '03; Employee of the Month, Dec '04; received Performance Based Incentive 3 straight quarters

Companies I like:

Fidelity; Prudential; TD Waterhouse; Goldman Sach's; CBOE

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Overseeing some of the largest and most complex accounts; Training a team of 8 processors to facilitate the transferring of payment operations from one city to another.
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