Occupation:Personal Financial Advisor |
Location:Atlanta, GA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Wealth Management Relationship Manager Investment Sales Banking Certified Financial Planner Advisor
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Private Wealth Advisor | 10/2010 - Present |
| Wachovia Bank | Licensed Financial Specialist | 9/2003 - 10/2010 |
| New York Life | (Confidential) | 6/2001 - 9/2003 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| College for Financial Planning | CFP | 2015 | Certification Degree |
| Georgia Institute of Technology | Industrial Engineering | 1997 | Bachelor Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Magazine | Forbes | media url | Following Economic trends |
| Website | Bloomberg | media url | Financial |
| Website | Fox News | media url | General News |
Accomplishments
Highlights:
Top 5% producer
Job Skills
| Presentation |  |
| Sales Support | |
| Leadership | |
| Banking | |
| Lending | |
| Investments | |
| Insurance | |
| Financial Planning | |
| Estate Planning | |
| Retirement Planning | |
Keywords
Responsibilities
Mentoring, Advisor, retirement planning
