Work:
Curian Capital
Jul 1, 2011 - Jun 1, 2014
External Regional Business Consultant
Advisors Capital Management
Jul 1, 2011 - Jun 1, 2014
External Wholesaler
Ameriprise Financial Services, Inc.
Nov 1, 2009 - Jul 1, 2011
Registered Sales Assistant
Education:
Florida Atlantic University
Skills:
Series 63, Financial Advisory, Fixed Annuities, Retirement Planning, Portfolio Management, Iras, Series 6, 401K, Asset Allocation, Investment Advisory, Financial Services, Wealth Management, Mutual Funds, Uniform Combined State Law, Investment Strategies, Asset Management, Separately Managed Accounts, Uniform Combined State, Etfs, Separately Managed, Retirement, Series 65, Series 7, Securities