Lenox Wealth Advisors
Wealth Associate
Gresham Partners, Llc May 2015 - Aug 2017
Associate
Ubs Jan 1, 2015 - May 2015
Wealth Strategy Associate
Education:
Northwestern University 2003 - 2007
Bachelors, Bachelor of Arts, Economics, Business
Skills:
Series 63 Series 7 Wealth Transfer Planning Data Analysis Microsoft Office Microsoft Excel Microsoft Powerpoint Planning Budgeting and Forecasting Series 6 Series 66 Financial Analysis Accounting