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Jeffrey K

Advisory account trader

Occupation:

Financial Specialist

Location:

New Berlin, WI

Education Level:

Bachelor

Will Relocate:

YES

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Looking for a company that values its employees and willing to pay a premium for a top notch employee.

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 4/2005 - Present
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SCHOOL MAJOR YEAR DEGREE

UW - Milwaukee Finance 1994 Bachelor Degree
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Highlights:

Companies I like:

Wells Fargo, Northwestern Mutual, Fidelity

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CollapseResponsibilities

Trading of mutual funds, stocks and bonds in advisory accounts. Create and maintain models for different risk tolerances.
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