2432 Grande Vista Ave, Oakland, CA 94601 • (510)5933543
Glen Allen, VA
Virginia Beach, VA
2432 Grande Vista Ave, Oakland, CA 94601
Work
Company:
Hc financial advisors, inc.
Aug 2019
Position:
Financial advisor
Education
Degree:
Masters, Master of Divinity
School / High School:
Regent University
2006 to 2009
Specialities:
Organizational Leadership, Theology
Skills
Strategic Planning • Management • Leadership • Leadership Development • Analysis • Research • Public Speaking • Customer Service • Team Building • Coaching • Client Services • Microsoft Office • Nonprofits • Business Development • Finance • Microsoft Excel • Financial Planning
Ranks
Certificate:
Chartered Retirement Planning Counselor
Industries
Financial Services
Specialities
Litigation • International Law • Class Action • Administrative Law • Government
Hc Financial Advisors, Inc.
Financial Advisor
Hc Financial Advisors, Inc. Jan 2016 - Jul 2019
Client Service Representative at Hc Financial Advisors
Vantage Wealth Management, Llc Aug 2015 - Oct 2015
Client Services Specialist
Sierra Pacific Financial Advisors, Llc Nov 2014 - Feb 2015
Paraplanner
Natixis Global Asset Management Feb 2013 - Apr 2014
Document Retention Specialist
Education:
Regent University 2006 - 2009
Masters, Master of Divinity, Organizational Leadership, Theology
Patten University 2002 - 2006
Bachelors
Skills:
Strategic Planning Management Leadership Leadership Development Analysis Research Public Speaking Customer Service Team Building Coaching Client Services Microsoft Office Nonprofits Business Development Finance Microsoft Excel Financial Planning