Position:
Financial Life Planner at Platinum Wealth Partners Inc
Location:
Tampa/St. Petersburg, Florida Area
Work:
Platinum Wealth Partners Inc
since Jan 2008
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Financial Life Planner
Oppenheimer and Co.
Oct 2005 - Dec 2007
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Associate Vice President
Several Companies
Jan 1972 - Mar 2004
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Different IT Roles
Education:
New Hampshire College 1985 - 1987
MBA, Business Adminiatration
University of Nebraska at Omaha 1973 - 1977
BGS, Computer Science and Mathematics
Nettleton Business College 1972 - 1973
Diploma, Accounting and Computer Science
Skills:
Financial Planning, Retirement Planning, Insurance, Securities, Strategic Planning, Portfolio Management, Wealth Management, Investments, Asset Management, Asset Allocation, Strategic Financial Planning