David Kitterman resumes & CV records
Resumes
Retired At 2001 Production Music Inc & Papirin's Computer Repair
Location:
United States
Industry:
Telecommunications
Senior Wealth Manager
Location:
Charlotte, NC
Industry:
Financial Services
Work:
Capital Plan Advisors
Senior Wealth Manager Capital Guardian Llc-Capital Plan Advisors Sep 2012 - Dec 2015
Senior Financial Planner Derse Morgen Mar 2011 - Aug 2012
Financial Advisor Fidelity Brokerage Services Oct 2007 - Feb 2011
Planning and Guidance Consultant Tiaa-Cref Individual & Institutional Services Feb 2003 - Oct 2007
Wealth Management Advisor
Senior Wealth Manager Capital Guardian Llc-Capital Plan Advisors Sep 2012 - Dec 2015
Senior Financial Planner Derse Morgen Mar 2011 - Aug 2012
Financial Advisor Fidelity Brokerage Services Oct 2007 - Feb 2011
Planning and Guidance Consultant Tiaa-Cref Individual & Institutional Services Feb 2003 - Oct 2007
Wealth Management Advisor
Education:
Indiana University Bloomington 1986 - 1991
Skills:
Cfp Professional, Awma Accredited Wealth Management Advisorsm, Strategic Financial Planning, Building Relationships, Series 7, Series 63, Series 65, Life and Health Insurance License, Certified Financial Planner, Wealth Management, Retirement Planning, 401K, Financial Services, Life, Investment Advisory Services, Investment Strategies, Iras, Financial Planners, High Net Worth Individuals, Variable Annuities, Personal Financial Planning, Wealth Management Services
Hopewell High School
Location:
Charlotte, NC
Work:
Hopewell High School
Hopewell High School
Location:
Charlotte, NC
Work:
Hopewell High School