Merrill Lynch
Wealth Management Advisor, Vice President
Education:
York College of Pennsylvania 2001 - 2004
Bachelors, Bachelor of Arts, History, Political Science
East Stroudsburg University of Pennsylvania 1997 - 1998
Skills:
Alternative Investments Estate Planning Securities 401K Rollovers 529 Plans Certified Financial Trusts Investment Advisory Asset Allocation Options Series 7 Retirement Planning Wealth Management Mutual Funds Uniform Combined State
Languages:
English
Certifications:
Personal Investment Advisor Certified Financial Planner Cfp Board of Standards Merrill Lynch Internal