Financial Management Concepts Apr 2017 - Jun 2019
Paraplanner
Intl Fcstone Inc. Jul 2013 - Jan 2014
Compliance Associate
Ameriprise Financial Services, Inc. Jul 2013 - Jan 2014
Senior Client Relationship Manager
Ameriprise Financial Services, Inc. Sep 2011 - Mar 2013
Registered Support Assistant
Morgan Stanley Jan 2005 - 2012
Branch Administrator
Education:
Inter American University of Puerto Rico 1982 - 1986
Bachelors, Bachelor of Science, Psychology
Inter American University School of Law 1982 - 1986
Bachelors, Bachelor of Science, Psychology
Sarah J. Hale High School 1981
Skills:
Series 7 Series 63 Series 9 and 10 Series 66 Uniform Combined State Law Capital Markets Portfolio Management Securities Retirement Planning Wealth Management Equities Mutual Funds Alternative Investments Credit Variable Annuities Risk Management Investments
Interests:
Social Services Children Environment Education Disaster and Humanitarian Relief Health
James R. Ludlow Elementary School Philadelphia PA 1985-1989, Penn Treaty Middle School Philadelphia PA 1992-1993, Stetson Junior High School Philadelphia PA 1992-1994