Position:
Account Executive at Capstone Insurance Group
Location:
Greater Philadelphia Area
Work:
Capstone Insurance Group
since Jun 2013
-
Account Executive
Merrill Lynch
- Bala Cynwyd, PA Jan 2011 - Jun 2013
-
Financial Advisor
ING Financial Partners
Aug 2010 - Nov 2010
-
Registered Representative
Education:
Loyola College in Maryland 2006 - 2010
B.B.A., Finance
St. Joseph's University
Skills:
Investments, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Series 7, Strategic Financial Planning, Bloomberg, Wealth Management, Hedge Funds, Equities, Uniform Combined State Law, Asset Allocation, Qualified Retirement Plans