Mercer Advisors
Learning and Development Specialist
Bay Harbor Wealth Management Apr 2012 - Apr 2015
Director of Client Relations
Living Benefits Apr 2008 - Dec 2011
Client Relationship Manager
Mcl Financial Group Ltd. Mar 2004 - Mar 2008
Registered Representative
University of Chicago Hospitals 1981 - 1989
Assisstant To the President
Skills:
Wealth Management Strategic Financial Planning Asset Allocation Fixed Annuities 401K Investment Strategies Retirement Planning Investment Advisory Iras Manage Client Relationships Customer Service Customer Retention Leadership Crm Financial Planning Insurance Management Sales Public Speaking Marketing Strategic Planning Team Building