Description
Series 7 / 63 financial professional with exceptional interpersonal skills and positive work ethic.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Fidelity Investments | (Confidential) | 3/2006 - 5/2007 |
| Centex Home Equity | (Confidential) | 7/2005 - 2/2006 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| The Ohio State University | Business Administration | 2005 | Bachelor Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Book | The Intelligent Investor | media url | Benjamin Graham's ideas on value investing that helped shape the modern investment landscape. |
Accomplishments
Highlights:
Series 7 Series 63Companies I like:
Lehman Brothers Goldman Sachs
Job Skills
Keywords
Responsibilities
Responsible for placing equity and mutual fund trades and transactions. Responsible for lead generation and front line product knowledge.
