Resumes
Resumes
Location:
New York, NY
Industry:
Financial Services
Work:
Merrill Lynch
Managing Director,Senior Financial Advisor
Managing Director,Senior Financial Advisor
Education:
University of Miami 1969 - 1973
Bachelors
Bachelors
Skills:
Customized Wealth Planning
Company Retirement Plans
Customized Retirement Planning
Family Wealth Management Strategy
Goals Based Wealth Management
Business Financial Strategies
Financial Advising
Company Retirement Plans
Customized Retirement Planning
Family Wealth Management Strategy
Goals Based Wealth Management
Business Financial Strategies
Financial Advising
Languages:
English
Certifications:
Certified 401(K) Professional
Chartered Retirement Planning Counselor
Personal Investment Advisor
Retirement Benefits Consultant
Chartered Retirement Planning Counselor
Personal Investment Advisor
Retirement Benefits Consultant