Occupation:Sales Representative |
Location:Louisville, KY |
Education Level:Master |
Will Relocate:YES |
Description
Creative Financial Professional providing financial planning strategies for clients by accurately assessing each client's present and future financial needs, objectives and requirements.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Independent Registered Representative | 8/2016 - Present |
| Fifth Third Bank | Personal Banker Ii | 5/2016 - 8/2016 |
| Mass Mutual Financial Group | Financial Advisor | 10/2014 - 5/2016 |
| Lifetime Financial Growth (Park Avenue Securities) | Financial Advisor | 1/2014 - 10/2014 |
| Morgan Stanley | Financial Advisor Associate | 10/2013 - 12/2013 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Indiana Wesleyan University | Indiana Wesleyan Univeristy | 1967 | Master Degree |
Accomplishments
Highlights:
Job Skills
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