Financial Planning Specialist, Financial Consultant at Community Investment Services, Inc., Financial Consultant at Invest Financial
Location:
Canandaigua, New York
Industry:
Financial Services
Work:
Community Investment Services, Inc. since Mar 2011
Financial Planning Specialist, Financial Consultant
Invest Financial since 2011
Financial Consultant
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" Mar 2010 - Apr 2011
Personal Financial Advisor
Morgan Stanley Smith Barney Sep 2007 - Mar 2010
Financial Advisor
United States Navy Mar 2004 - Sep 2007
Deployability Advisor/Instructor
Education:
Embry-Riddle Aeronautical University 2004 - 2007
Bachelor of Science, Professional Aeronautics; Minor in Management