Resumes
Resumes
Financial Advisor, Ameriprise Financial Services, Inc.
Position:
Certified Financial Planner at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Ameriprise Financial Services, Inc.
since 2003
Certified Financial Planner Ameriprise Financial Services, Inc. 1998 - 2003
Financial Advisor The Pelham Country Club 1993 - 1997
General Manager The Pelham Country Club 1990 - 1993
Assistant General Manager US Army 1988 - 1990
Officers' Club Manager and Special Events Planner
Certified Financial Planner Ameriprise Financial Services, Inc. 1998 - 2003
Financial Advisor The Pelham Country Club 1993 - 1997
General Manager The Pelham Country Club 1990 - 1993
Assistant General Manager US Army 1988 - 1990
Officers' Club Manager and Special Events Planner
Education:
University of Massachusetts at Amherst - Isenberg School of Management 1984 - 1988
Bachelor of Science, Hospitality Management & Finance
Bachelor of Science, Hospitality Management & Finance
Interests:
Enjoy family travel, sailing, skiing and culinary arts
Honor & Awards:
**Circle of Success - 2004-2007
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc.
Chartered Retirement Plan Councelor, College for Financial Planning
Chartered Retirement Plan Councelor, College for Financial Planning
Certified Financial Planner At Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Experience:
Ameriprise Financial Services, Inc. (Financial Services industry): CERTIFIED FINANCIAL PLANNER, (2003-Present) Personal financial planning for wealth preservation strategies, investments, retirement income strategies, education funding, protection planning/family security, estat...