Occupation:Personal Financial Advisor |
Location:New York, NY |
Education Level:Bachelor |
Will Relocate:No |
Description
Passionate and reliable relationship manager with superior organizational skills, intellectual curiosity and the desire to succeed
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | (Confidential) | 1/2006 - Present |
Northwestern Mutual Financial Network | (Confidential) | 9/2004 - 1/2006 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Muhlenberg College | Business Administration | 2004 | Bachelor Degree |
Accomplishments
Job Skills
Keywords
Responsibilities
Strategize with clients to meet their financial goals.
Acquire new client relationships while deepening existing client relationships.