Suzanne C Latour, Age 58Park City, UT

Mentions for Suzanne C Latour

Resumes & CV records

Resumes

Suzanne Latour

Suzanne Latour

Cfp, Cima Vice President Wealth Mgt Advisor Merrill Lynch

Position:

Regional Franchise Owner - San Diego at GolfTEC, CFP, CIMA, Wealth Mgt Advisor at Merrill Lynch

Location:

San Diego, California

Industry:

Financial Services

Work:

GolfTEC - Greater San Diego Area since Jun 2010
Regional Franchise Owner - San Diego Merrill Lynch - 701 B Street 24th Floor San Diego CA 92101 since May 2009
CFP, CIMA, Wealth Mgt Advisor Morgan Stanley Smith Barney Apr 1993 - Aug 2004
1st Vice President

Education:

LEAD SAN DIEGO
State University of New York - System
BS University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst

Skills:

Strategic Financial Planning, Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies

Interests:

Golf, The San Diego Women's Foundation, Golf Snowboarding, Golf, hiking with my dog, Golf!

Honor & Awards:

Five Star Wealth Management

Publications & IP owners

Isbn (Books And Publications)

Eines Sommers Im August: Roman

Author:

Suzanne Latour

ISBN #:

3546001494

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