Ameriprise Financial since Dec 2010
Financial Advisor
RBC Wealth Management Dec 2006 - Dec 2010
Financial Consultant
Education:
High Point University 1993 - 1999
BA, International Management
Skills:
Portfolio Management Retirement Planning Series 7 Strategic Planning Risk Management Asset Management Insurance Fixed Income New Business Development Retirement Investment Advisory Annuities Long Term Care 401k Pensions Equities Asset Allocation Retirement Income Strategies Investments Financial Planning Long-term Care
Interests:
Sky Diving, Running, Tango Dancing, Wine Tasting, Raising Awareness for Community Lodgings, Playing Soccer, and Looking for investment opportunities to share.