Cameron Barrows resumes & CV records
Resumes
Wealth Planning Analyst
Location:
12830 University Dr, Fort Myers, FL 33907
Industry:
Financial Services
Work:
Ubs
Wealth Planning Analyst Keybank Aug 2015 - Dec 2016
Associate Relationship Manager Keybank Dec 2014 - Aug 2015
Licensed Relationship Manager Wells Fargo Jul 2013 - Dec 2014
Broker Associate Us Army May 2003 - Dec 2014
Health Care Specialist Nylife Securities Llc Jul 2012 - Jul 2013
Financial Services Professional
Wealth Planning Analyst Keybank Aug 2015 - Dec 2016
Associate Relationship Manager Keybank Dec 2014 - Aug 2015
Licensed Relationship Manager Wells Fargo Jul 2013 - Dec 2014
Broker Associate Us Army May 2003 - Dec 2014
Health Care Specialist Nylife Securities Llc Jul 2012 - Jul 2013
Financial Services Professional
Education:
College For Financial Planning 2014 - 2016
Alaska Pacific University 2014 - 2016
Master of Business Administration, Masters, Finance University of Alaska Anchorage 2008 - 2012
Bachelors, Bachelor of Arts, Political Science Bridgewater State University 2004
Mansfield High School 2000
Massachusetts Maritime Academy
Massasoit Community College
New York Military Academy
Alaska Pacific University 2014 - 2016
Master of Business Administration, Masters, Finance University of Alaska Anchorage 2008 - 2012
Bachelors, Bachelor of Arts, Political Science Bridgewater State University 2004
Mansfield High School 2000
Massachusetts Maritime Academy
Massasoit Community College
New York Military Academy
Skills:
Wealth Management, Strategic Financial Planning, Retirement Planning, Financial Analysis, Philanthropy, Finra Series 7 and 66, Equities, Fixed Income, Problem Solving
Interests:
Poverty Alleviation
Certifications:
Ubs Financial Services Inc. Important Notices
Accredited Wealth Management Advisorâ„
Certified Financial Planner™
Accredited Wealth Management Advisorâ„
Certified Financial Planner™