Edelman Financial Engines
Director of Financial Planning
Edelman Financial Services
Financial Planning Analyst
Northwestern Mutual Aug 2013 - Oct 2014
Investment Specialist and Wealth Management Advisor
Ameriprise Financial Services, Inc. 2006 - 2013
Financial Planner
Metlife 2005 - 2006
Insurance Agent
Education:
Centereach High School 2001
Stony Brook University
State University of New York Empire State College
Bachelors, Bachelor of Science, Finance
Skills:
Investments Retirement Retirement Planning Estate Planning Wealth Management Series 7 Strategic Financial Planning Small Business Finance Wealth 401K Series 66 Life and Health Insurance Licenses Risk Management Long Term Care Insurance Disability Insurance Term Life Insurance Fixed Annuities Variable Annuities Investment Advisory Alternative Investments Whole Life Variable Life Universal Life Mutual Funds Stock Trading Options Options Strategies 401K Rollovers Sep Ira Simple Ira Tax Sensitive Investing Roth Ira Business Retirement Plans Financial Advisory Asset Allocation Fixed Income Strategies Stock Management Bonds Etfs Index Funds Pensions Social Security Rollovers Market Risk Financial Risk Networking Charitable Trusts Charitable Gift Planning Trusts
Interests:
Volleyball Cooking Spending Time With My Family Learning New Things Reading Running Hockey Craft Beer Meeting New People
Certifications:
Uniform Combined State Law Exam - Series 66 General Securities Representative - Series 7 Life, Accident and Health Insurance License Certified Financial Plannerâ„¢ Professional
Alcoeur gardens Bricktown, NJ Mar 2013 to Sep 2013 Director of NursingSunrise senior living Edison, NJ Jul 2012 to Mar 2013 Reminiscence coordinatorSunrise senior living Edison, NJ Dec 2011 to Jul 2012 LPN
Education:
Lincoln technical institute Edison, NJ 2010 to 2011 Lpn in NursingMiddlesex county college Edison, NJ 2001 to 2005 Nursing
Lone Star Orthopedic & Spine 215 Old Hwy 1187, Burleson, TX 76028 8179262663 (phone), 8172938860 (fax)
Lonestar Orthopedic & Spine Specialists 929 Lipscomb St STE 100, Fort Worth, TX 76104 8179262663 (phone), 8172938860 (fax)
Procedures:
Hallux Valgus Repair
Conditions:
Hallux Valgus Plantar Fascitis Tinea Pedis
Languages:
English Spanish
Description:
Dr. Werner works in Burleson, TX and 1 other location and specializes in Podiatric Medicine. Dr. Werner is affiliated with Plaza Medical Center Of Fort Worth, Texas Health Harris Methodist Hospital Fort Worth, Texas Health Huguley Fort Worth South, USMD Hospital At Arlington and USMD Hospital At Fort Worth.
WINNER: Last Week Tonight with John Oliver (Season 6)Producers: John Oliver, Tim Carvell, Liz Stanton, Jeremy Tchaban, Christopher Werner, Laura L. Griffin, Kate Mullaney, Matt Passet, Marian Wang, Charles Wilson