Morgan Stanley Smith Barney since Sep 2006
Wealth Management
WDTN 2002 - 2006
Sales
Education:
University of Dayton 1997 - 2001
Bachelors, Finance
Skills:
Powerpoint Excel Word Financial Analysis Customer Relations Series 7 Portfolio Management Financial Services Certified Financial Planner Finance Sales Investments Wealth Management Series 63 Series 65 401K Fixed Income Wealth Management Services Capital Markets 401K Rollovers Life Insurance Saving For Education Business Development Retirement Planning Etfs