Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Location:
Indianapolis, Indiana Area
Work:
Transamerica Financial Advisors, Inc.
since Mar 2010
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Investment Advisor Representative
Indiana Academy for Science, Mathematics, and Humanities
Jul 2004 - Jun 2009
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Student Life Counselor
Hamilton Center, Inc.
Jan 2004 - Jul 2004
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Therapist
Education:
Ball State University 2005 - 2010
Post-Baccalaureate Undergraduate, Pre-Medicine
Indiana University Bloomington 2001 - 2003
M.S., Counseling
Purdue University 1996 - 2001
B.A., Psychology
Skills:
Public Speaking, Personal Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Educational Consulting, Long-term Care, Non-profits, Fixed Annuities, Research, Insurance, Health Insurance, Disability Insurance, Strategic Financial Planning
Languages:
English, Chinese (Cantonese Dialect)
Certifications:
Life & Health Insurance License, Indiana Department of Insurance
Series 6 - Investment Company Products/Variable Contracts Limited Representative, FINRA
Series 63 - Uniform Securities Agent State Law Examination, FINRA
Series 65 - Uniform Investment Advisor State Law Examination, FINRA