The Home Depot Interiors Mar 2018 - Apr 2019
Consultant
The Home Depot Interiors Mar 2018 - Apr 2019
Purchasing Agent
Energy By Choice, Ltd Jul 2013 - May 2018
Energy Consultant
Td Ameritrade Mar 2005 - Dec 2011
Investment Consultant
Bank of America Mar 2001 - Mar 2005
Senior Financial Advisor and Vice President
Education:
State University of New York College at Brockport 1984 - 1988
Bachelors, Bachelor of Arts, Bachelor of Science, English
Skills:
Financial Services Fixed Income Customer Service Series 7 Finra Series 63 Financial Planning Series 65 Managed Services Leadership Management Asset Management Tactical Asset Allocation Technical Analysis High Net Worth Individuals Mutual Funds Securities Series 9 Series 10 Life and Variable Annuity Equities Finance Portfolio Management Financial Advisory Financial Analysis Microsoft Excel Investments Risk Management