Alan Zee

from Frisco, TX

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  • Frisco, TX

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Financial Advisor, Vice President

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Location:
Frisco, TX
Industry:
Financial Services
Work:
Merrill Lynch
Financial Advisor, Vice President
Capital One Apr 2012 - Mar 2018
Financial Advisor, Vice President
Hsbc Sep 2007 - Mar 2012
Financial Advisor, Vice President
Hsbc Sep 2006 - Sep 2007
Retail Management Trainee
Education:
Baruch College 2008 - 2012
Master of Business Administration, Masters, Finance Stony Brook University 2000 - 2004
Bachelors, Bachelor of Arts, Economics
Skills:
Portfolio Management
Banking
Credit
Strategic Financial Planning
Investments
Series 7
Financial Services
Wealth Management
Retirement Planning
Financial Analysis
Mutual Funds
Risk Management
Loans
Relationship Management
Interests:
Economic Empowerment
Environment
Disaster and Humanitarian Relief
Animal Welfare
Health
Languages:
Mandarin
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Alan Zee

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Alan Zee

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Classmates

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Alan Zee

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Schools:
St. Martin de Porres School Scarborough Morocco 1987-1988
Community:
Debbie Dunlop, William Garry
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University of Oregon - A...

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Graduates:
Cliff McDonald (1979-1983),
Amanda Oberg (1993-1998),
Alan Zee (1996-2000),
Trent Donelson (1995-1999)
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St. Anthony High School, ...

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Graduates:
Alan Zee (1984-1988),
Timothy Ahle (1974-1978),
Jackie Meadow (1961-1965),
Christy Jefferson (1992-1993)
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Senator O'Connor High Sch...

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Graduates:
Alan Zee (1988-1989),
Judith Dungo (1998-2002),
Janet Marzan (1978-1983),
Josie Raponi (1979-1983),
Frank Baxter (1967-1969),
Karolyn Mckenna (1986-1990)

Facebook

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Alan Zee Philadelphia PA

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Alan Zee (Philadelphia, PA)
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Alan Zee

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Alan Zee

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Myspace

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Alan Zee

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Youtube

Why do we care about the Royals?

Why do we care about the Royals?

This is Alan Dershowitz's video podcast called The Dershow. We discuss...

  • Duration:
    30m 39s

INZO - Overthinker

INZO - Overthinker

#INZO #Overthinker #AlanWatts.

  • Duration:
    4m 35s

Daily Horoscope | Rasi Palan | | | 10.01....

Daily Horoscope | Rasi Palan | | | 10.01.2023
  • Duration:
    36m 25s

Alan Walker Style , Zoe Wees - Control (Alber...

Alan Walker Style , Zoe Wees - Control (Albert Vis...

Alan Walker Style , Zoe Wees - Control (Albert Vishi Remix) Alan Walke...

  • Duration:
    3m 35s

Zoe Wees - Control (Lyrics / Lyric Video)

Zoe Wees - Control (Lyrics / Lyric Video)

Lyrics: Early in the morning I still get a little bit nervous Fighting...

  • Duration:
    3m 50s

HELLO NEIGHBOR ALPHA 4! Simon Says Game? (Pt ...

HELLO NEIGHBOR ALPHA 4! Simon Says Game? (Pt 1) Be...

Mart, Duddy & Chase play a little "Simon Says" aka Neighbor Says as a ...

  • Duration:
    27m 9s

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Alan Zee

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