Eric Wasson resumes & CV records
Resumes
![Eric Wasson Photo 39 Eric Wasson Photo 39](/img/not-found.png)
Senior Vice President - Financial Planning
Location:
551 west 72Nd St, Indianapolis, IN 46260
Industry:
Financial Services
Work:
TD Ameritrade
since Oct 2006
Branch Manager Fidelity Investments 2001 - 2003
FR III
Branch Manager Fidelity Investments 2001 - 2003
FR III
Education:
Wright State University 1991 - 1996
Skills:
Series 9/10, Financial Advisory, Solution Selling, Consulting, Fixed Annuities, Prospects, Nasd, Sales, Cold Calling, Wealth Management Services, Selling, Iras, Finance, 401K, Talent Acquisition, Aol, Uniform Combined State Law, Strategic Financial Planning, Management, Science, Calls, Electronic Trading Systems, Crm, Investment Management, Loan Servicing, Series 63, Salesforce.com, Bonds, Face To Face, Formulate, Retirement Planning, Seminars, Financial Planning, Portfolio Management, System, Relationship Management, Asset Allocation, Investment Advisory, Life Insurance, Finra, Buying, Asset Management, Training, Supplemental, Client Centric, Sales Prospecting, Options, Analysis, Indiana, .Net, Consultative Selling, Personality Styles, Fidelity, Business Development, Cmfc, Series 4, Sales Management, On Air Experience, Series 24, Etfs, Sales Presentations, Eager, Presentations, Linkedin, Responsibility, Consultative Sales Professional, Sales Process, Practice Management, Efficiencies, Rainmaker, Investments, Variable Annuities, Mastery, Referrals, Financial Services, Compliance, Wealth Management, Mutual Funds, Investment Strategies, Staff Development, Customer Information, Trading, Meetings, Health Insurance, Delivery, Retirement, Series 65, Recruiting, Series 7, Securities, Performance Management
Interests:
Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Electronics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Travel
Arts and Culture
Health
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Electronics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Travel
Arts and Culture
Health
Languages:
English
Certifications:
Chartered Mutual Funds Counselor
College of Financial Planning
College of Financial Planning
![Eric Wasson Photo 40 Eric Wasson Photo 40](/img/not-found.png)
Eric Vincent Wasson
Location:
6 Atkinson St, Dover, NH 03820
Industry:
Financial Services
Work:
Citizens Investment Services
Jan 1994 - Feb 2007
Vp, Senior Financial Consultant Lpl Financial Dover Nh Jan 1994 - Feb 2007
Financial Consultant Aztec Financial Group Dover Nh Jan 1994 - Feb 2007
Vp, Senior Financial Consultant Lpl Financial Dover Nh Jan 1994 - Feb 2007
Financial Consultant Aztec Financial Group Dover Nh Jan 1994 - Feb 2007
Education:
Merrimack College 2003 - 2006
University of New Hampshire 1988 - 1992
Bachelors, Bachelor of Science, Business Administration, Business University of New Hampshire 1986 - 1988
Associates, Associate of Arts, Business Management, Business A Crosby Kennett Senior High
University of New Hampshire 1988 - 1992
Bachelors, Bachelor of Science, Business Administration, Business University of New Hampshire 1986 - 1988
Associates, Associate of Arts, Business Management, Business A Crosby Kennett Senior High
Skills:
Retirement Planning, Investments, Estate Planning, Financial Planning, Strategic Financial Planning, Finance, Financial Services, Portfolio Management, Small Business, Mutual Funds, Wealth Management, Financial Advisory, Retirement, Series 7, Fixed Annuities, Wealth, Investment Advisory, Investment Strategies, 401K, Life Insurance, Series 63, Asset Allocation, Business Planning, Financial Planners, Iras, Series 6, Securities, Certified Financial Planner, Series 65
Interests:
Skiing and Traveling
In His Spare Time
In His Spare Time
Languages:
English
Certifications:
Certified Financial Planner
![Eric Wasson Photo 41 Eric Wasson Photo 41](/img/not-found.png)
Eric Wasson
Location:
551 72Nd St west, Indianapolis, IN 46260
Industry:
Construction
Work:
Wasson Company
Jan 1997 - 2011
Chief Financial Officer
Chief Financial Officer
![Eric Wasson Photo 42 Eric Wasson Photo 42](/img/not-found.png)
Eric Wasson
![Eric Wasson Photo 43 Eric Wasson Photo 43](/img/not-found.png)
Eric Wasson
![Eric Wasson Photo 44 Eric Wasson Photo 44](/img/not-found.png)
Eric Wasson
![Eric Wasson Photo 45 Eric Wasson Photo 45](/img/not-found.png)
Eric Wasson
Skills:
Customer Service, Microsoft Office, Microsoft Word, Team Building, Contract Negotiation
![Eric Wasson Photo 46 Eric Wasson Photo 46](/img/not-found.png)