International Assets Advisory - Orlando, Florida Area since Jul 2010
Operations Manager/Financial Advisor
SterlingNoble Wealth Management - Spring Lake, New Jersey since Apr 2010
Operations Manager/Financial Advisor
Lubrano’s Trattoria - Wall Township, New Jersey Jan 2005 - Oct 2010
Waiter
Westminster Financial Capital Inc. - Spring Lake, New Jersey Apr 2010 - Jul 2010
Relationship Manager
CommVault - Oceanport, New Jersey May 2009 - Jul 2009
Marketing Representative
Education:
Rowan University 2006 - 2008
Bachelor of Science, Marketing
Ocean County College 2005 - 2006
Associates, Business Administration
Skills:
Customer Service Bonds Finance Wealth Management Mutual Funds Marketing Fixed Income Management Portfolio Management Retirement Planning Series 7 Equities Social Networking Social Media Qualified Retirement Plans Capital Markets Fixed Income Analysis Preferred Stock Customer Relations Etfs Life Insurance Financial Planning Financial Services Fixed Annuities Insurance Trading Term Life Insurance Universal Life College Savings Plans College Education Planning 529 Plans Retirement Savings Municipal Bonds Stocks Unit Investment Trusts Iras Roth Ira Traditional Ira Sep Ira Self Directed Ira 401K 401K Rollovers Variable Annuities
Languages:
English
Certifications:
General Securities Registered Representatives Uniform Combined State Law Examination General Securities Principal Examination Financial Industry Regulatory Authority (Finra), License Series 7 Financial Industry Regulatory Authority (Finra), License Series 66 Financial Industry Regulatory Authority (Finra), License Series 24 State of New Jersey Department of Banking and Insurance State of New York Department of Financial Services State of Connecticut Insurance Department State of Ohio Department of Insurance Life Insurance; Accident, Health Or Sickness; Variable Producer Life, Accident and Health; Variable Life/Variable Annuities Life, Accident & Health, Variable Annuities, Variable Life, Credit, Travel Accident & Health, Life, Variable License Series 7 License Series 66 License Series 24