Morgan Stanley Jun 2006 - Dec 2014
Wealth Management Associate
Morgan Stanley Jun 2006 - Dec 2014
Financial Advisor
Morgan Stanley Nov 2011 - Jun 2014
Relationship Manager
Merrill Lynch Oct 2010 - Nov 2011
Client Associate
Merrill Lynch Oct 2009 - Oct 2010
Financial Advisor and Management Intern
Education:
University of Saint Thomas - School of Business 2007 - 2010
Appalachian State University 2003 - 2007
Bachelors, Bachelor of Science In Business Administration, Banking, Management, Finance
Financial Advisor at The Lifetime Companies, Financial Advisor at LPL Financial
Location:
Gaithersburg, Maryland
Industry:
Financial Services
Work:
The Lifetime Companies - Gaithersburg MD since Jan 2009
Financial Advisor
LPL Financial - Gaithersburg, MD since Jan 2012
Financial Advisor
The Lifetime Companies - Gaithersburg MD Mar 2009 - Dec 2011
Financial Advisor Intern
MCPS Sherwood High School - Sherwood High School Jan 2010 - Apr 2011
Varsity Lacrosse Offensive Coordinator and Assistant Head Coach
Education:
Towson University 2007 - 2011
Bachelor of Science Degree, 2011; Business Administration; Entrepreneurship
York College of Pennsylvania 2008 - 2009
Skills:
Fixed Annuities Insurance Series 7 Mutual Funds 401k IRAs Life Insurance 401k Rollovers College Savings Plans Variable Annuities 529 Plans Asset Allocation ETFs Long Term Care Insurance Qualified Retirement Plans Retirement Plan Consulting Simple IRA SEP IRA Roth IRA
Interests:
Becoming a certified financial planner, continuing to play and coach lacrosse, and traveling as much as I can.
Medical School Howard University College of Medicine Graduated: 2012
Languages:
English Portuguese Spanish
Description:
Dr. Anderson graduated from the Howard University College of Medicine in 2012. He works in Chapel Hill, NC and specializes in Neurology. Dr. Anderson is affiliated with North Carolina Memorial Hospital.
Stephen Shockey, Chad Vermehren, Brian Pelt, Barbara Holling, Polly Gallagher, Renee King, Tammy Purdy, Scott Hall, Scott Hamilton, Joel Morland, Rich Hockenbury