Transamerica Financial Advisors, Inc.
Retirement Planning Specialist
Citi Feb 2003 - Sep 2010
Personal Banker
Paul, Weiss, Rifkind, Wharton & Garrison Llp Dec 2002 - Jan 2003
Document Coder
Northern Leasing Systems Feb 2000 - Oct 2001
Verification Officer
Education:
University of Phoenix 2011 - 2013
Bachelors, Bachelor of Arts, Business Administration, Hospitality
University of Phoenix 2009 - 2010
Associates, Associate of Arts, Banking, Finance
Skills:
Series 6 Series 63 Series 65 Life and Health Insurance Licenses Annuities 401K Retirement Mutual Funds Asset Managment Strategic Financial Planning Pensions Portfolio Management Financial Advisory Banking Relationship Management Investments Retirement Planning Loans Customer Service Microsoft Office Credit Financial Services Finance Credit Cards Securities Consumer Lending Notary Public Team Leadership Wealth Management Sales Customer Retention Sales Process Fixed Annuities Call Centers Customer Relations Computer Hardware Retail Banking Coordination Sales Presentations Sales Coach Training and Development Data Analysis Mortgage Credit Risk Loan Origination Outlook Mortgage Lending Financial Planning Management
Interests:
New Technology Cooking Traveling Management Training Music Theater Hockey
Certifications:
Series 6 Series 63 License Dd 872928 Finra State of Florida, License Dd 872928 Notary Public