Work:
Raymond James
Transition Consultant
Wells Fargo
Licensed Personal Banker
Aig
Jul 2015 - Feb 2016
Financial Advisor
Education:
Duquesne University 2013 - 2016
Master of Business Administration, Masters, Business Administration, Finance
Duquesne University 2009 - 2015
Skills:
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Microsoft Word, Strategic Planning, Project Management, Powerpoint, Sales, Public Speaking, Fixed Annuities, Indexed Annuities, Universal Life, Banking, Financial Modeling, Financial Analysis, Risk Management, Investment Strategies, Retirement Planning, Underwriting, Relationship Management, Customer Relationship Management
Interests:
Economic Empowerment
Politics
Environment
Science and Technology
Health
Certifications:
Life Health Annuity
Series 6
Series 63
Series 65
Financial Industry Regulatory Authority (Finra)