P2E Financial
Financial Professional
Tiaa Jun 2006 - Oct 2007
Wealth Management Consultant
Bmo Harris Bank Nov 1998 - Apr 2005
Senior Relationship Manager
Education:
Kaplan University 2006 - 2008
Houghton College 1989 - 1993
Bachelors, Bachelor of Science, Business Administration, Management
Skills:
Management Crm Relationship Management Financial Planning Strategic Planning Wealth Management New Business Development Brand Implementation Employee Benefits Ahip Medicare Certification Ny Property and Casualty Insurance Licenses Insurance