Adam Dani resumes & CV records
Resumes
Retirement Consultant At Lincoln Financial Group
Position:
Retirement Consultant at Lincoln Financial Group, Oklahoma City Area Coordinator at Startup Weekend
Location:
Oklahoma City, Oklahoma Area
Industry:
Investment Management
Work:
Lincoln Financial Group
since Sep 2010
Retirement Consultant Startup Weekend since Sep 2009
Oklahoma City Area Coordinator Investment Recovery Advocates Jul 2009 - Sep 2010
Securities Expert Wells Fargo Advisors LLC Dec 2008 - Jun 2009
Financial Advisor, Sager Financial Group Merrill Lynch Jan 2007 - Dec 2008
Financial Advisor Aduddell Residential Roofing Jan 2005 - Dec 2006
Business Manager U.S. Coast Guard Jan 2001 - Dec 2004
Support Petty Officer
Retirement Consultant Startup Weekend since Sep 2009
Oklahoma City Area Coordinator Investment Recovery Advocates Jul 2009 - Sep 2010
Securities Expert Wells Fargo Advisors LLC Dec 2008 - Jun 2009
Financial Advisor, Sager Financial Group Merrill Lynch Jan 2007 - Dec 2008
Financial Advisor Aduddell Residential Roofing Jan 2005 - Dec 2006
Business Manager U.S. Coast Guard Jan 2001 - Dec 2004
Support Petty Officer
Education:
Southern Nazarene University
Retirement Plan Specialist
Location:
24 Butternut Hill Rd, Worcester, MA 01609
Industry:
Financial Services
Work:
U.s. Wealth Management
Retirement Plan Specialist The Pfe Group Sep 2018 - Feb 2019
Senior Retirement Plan Consultant John Hancock Financial Services Oct 2015 - Sep 2018
401 Wholesaler Lincoln Financial Group Sep 2010 - Jul 2014
Retirement Consultant Wells Fargo Advisors Dec 2008 - Jun 2009
Financial Advisor Merrill Lynch Jan 2007 - Dec 2008
Financial Advisor U.s. Coast Guard Jan 2001 - Dec 2004
Support Petty Officer
Retirement Plan Specialist The Pfe Group Sep 2018 - Feb 2019
Senior Retirement Plan Consultant John Hancock Financial Services Oct 2015 - Sep 2018
401 Wholesaler Lincoln Financial Group Sep 2010 - Jul 2014
Retirement Consultant Wells Fargo Advisors Dec 2008 - Jun 2009
Financial Advisor Merrill Lynch Jan 2007 - Dec 2008
Financial Advisor U.s. Coast Guard Jan 2001 - Dec 2004
Support Petty Officer
Education:
Edmond North High School
University of Central Oklahoma
Southern Nazarene University
University of Central Oklahoma
Southern Nazarene University
Skills:
401K, Retirement, Retirement Planning, Ria, Financial Services, Investments, Mutual Funds, Series 63, Management, Asset Allocation, Asset Management, Series 7, Financial Advisory, 401 Retirement Savings Plans, Financial Planning, Leadership, Defined Benefit, Defined Contribution, Profit Sharing, Qualified Retirement Plans
Certifications:
Series 7
Series 66
Series 66
Adam Dani
Adam Dani
Location:
États-Unis