Amg Consulting Group
Investment Specialist
Legend Securities Inc. Aug 2013 - May 2016
Financial Advisor
Ifs Securities Aug 2013 - May 2016
Senior Wealth Manager
Skills:
Bonds Retirement Planning Intergenerational Wealth Transfer Financial Planning Stock Trading Portfolio Management Iras 529 Plans Investments Finance Rollovers Roth Ira Asset Allocation Financial Services Mutual Funds High Net Worth Individuals Financial Analysis Investment Banking Etfs 401 Retirement Savings Plans Tax Free Income
Tampa, FloridaEntrepreneurial, results-producing professional with over fifteen years of experience in marketing, sales and corporate strategy leadership positions. A strong... Entrepreneurial, results-producing professional with over fifteen years of experience in marketing, sales and corporate strategy leadership positions. A strong record of success in developing and leading integrated marketing campaigns and corporate strategic initiatives aligned with business...