Fidelity Investments since May 2010
Financial Representative
AXA Advisors Apr 2009 - 2010
Financial Consultant
Bank of America Mar 2008 - Jan 2009
Premier Client Manager, AVP
National City Bank Jun 2003 - Feb 2008
Licensed Financial Consultant
Education:
Western Michigan University - Haworth College of Business 2000 - 2005
Skills:
Investments Portfolio Management Retirement Financial Analysis 401K Asset Allocation Securities Strategic Financial Planning Investment Strategies Credit Financial Services Iras Estate Planning Life Insurance Series 7 Banking Relationship Management Series 65 Registered Investment Advisor Fixed Income Equities Retirement Planning
Interests:
Children Arts and Culture Education Economic Empowerment