Annex Wealth Management
Client Service Manager
Freedom Wealth Alliance May 2014 - 2015
Client Services Specialist
Rozman Wealth Management Oct 2010 - May 2014
Client Associate
Thrivent Financial Nov 2009 - Nov 2010
Financial Associate
Wells Fargo Nov 2003 - Sep 2009
Senior Client Associate
Skills:
Securities Customer Service Financial Advisory Leadership Management Finance Sales Public Speaking Microsoft Office Trading
Certifications:
Investment Company/Variable Contracts Products (Series 6) Series 63 Wisconsin Insurance License Financial Industry Regulatory Authority (Finra) State of Wisconsin
I Believe That a Strong Relationship Is Not Based Only on Sex Life but That a Strong Relationship Builds a Strong Love Life That Leads to a Strong and Great Sex Life and Can Only Happen With Open Comm...
Tagline:
I'm Cuban, Salvadorian & Black
Bragging Rights:
My loves Q jr. DayDay & G Baby ** I'm in love with my kids