Capital One
Branch Manager
Jpmorgan Chase & Co. Dec 2007 - Mar 2011
Senior Relationship Manager
Raymond James Jan 2006 - Jan 2007
Relationship Manager
Ubs Jan 2003 - Jan 2006
Analyst
Merrill Lynch Jun 2000 - Jan 2003
Financial Advisorâ Â Wealth Management
Education:
Katharine Gibbs Business School Jan 2000
Bachelors, Bachelor of Arts
Katharine Gibbs Business School 1997 - 2000
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Skills:
Retirement Planning Investments Series 7 Mutual Funds Annuities Relationship Development Client Relationship Building Account Acquisition New Business Development Prospecting Asset Management Strategic Planning Risk Assessment Risk Management Financial Sales Financial Management Investment Strategies Sales Presentations