Position:
Senior Fiduciary Advisory Specialist at Wells Fargo Bank
Location:
Indianapolis, Indiana Area
Work:
Wells Fargo Bank
- Indianapolis, Indiana Area since Jan 2009
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Senior Fiduciary Advisory Specialist
Wells Fargo Bank N.A.
Jun 2005 - Dec 2008
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Private Client Advisor
Charles Schwab
2003 - 2005
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Advice Manager
Charles Schwab
Jun 2000 - Dec 2004
-
Senior Advice and Planning Consultant
Education:
Ball State University 1987 - 1991
BGS, Business, Music
Skills:
Strategic Financial Planning, Investments, Wealth, High Net Worth Individuals, Financial Services, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Series 7, Estate Planning, Wealth Management, Portfolio Management, Series 63, Securities, Credit