Paula Anne Landau from Washington, DC, age 62

Paula Landau Phones & Addresses

Washington, DC
North Potomac, MD
Bethesda, MD
211 Felton Rd, Timonium, MD 21093 • (410)8285754
Lutherville Timonium, MD
Baltimore, MD

Resumes

Managing Director, Wealth Advisor And Relationship Manager

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Location:

4356 Westover Pl northwest, Washington, DC 20016

Industry:

Financial Services

Work:

Chevy Chase Trust
Managing Director, Wealth Advisor and Relationship Manager
Triton Wealth Management Feb 2011 - Mar 2015
Senior Financial Advisor
Freed Advisors May 2006 - Feb 2011
Client Advisor and Director of Client Services
Alex Brown & Sons 1985 - 1994
Branch Coordinator and Manager and Registered Client Service Associate
Morgan Stanley Apr 1984 - Nov 1985
Registered Client Service Associate

Education:

University of Maryland Global Campus 2008 - 2013
Bachelors, Bachelor of Science, Management Studies College For Financial Planning 2010 - 2012

Skills:

Investments
Strategic Financial Planning
Wealth Management
Investment Advisory
Portfolio Management
Retirement Planning
Financial Advisory
Mutual Funds
Investment Management
Financial Planning
Series 7
Estate Planning

Interests:

2013
National Gallery of Art
Washington D
Present
Art Information Volunteer April

Certifications:

Certified Financial Planner™
Ctfa
Cfp Board