JPMorgan Chase - Columbus, Ohio Area since May 2012
Chase Private Client
Morgan Stanley Smith Barney Aug 2006 - Apr 2012
Financial Advisor
AXA Financial Aug 2005 - Jul 2006
Financial Advisor
Education:
Capital University 2008 - 2010
MBA, Finance
Penn State University 1999 - 2002
BA, Economics
Skills:
Series 7 Asset Allocation Mutual Funds Retirement Planning Investment Advisory Investments Financial Services Wealth Management Securities Investment Strategies 401K Rollovers College Savings Plans Iras Wealth Accumulation Roth Ira Finra Series 24 Risk Management Equities Fixed Income Regulatory Compliance Compliance Series 53 Control Room
Ryan Dunlap (1988-1991), Christina Arasmith (1991-1993), Rex Walk (1977-1979), Michele Pae (1988-1990), Venessa Roy (2003-2005), Shauna Allen (2002-2004)