Series 7 • Marketing • Sales • Trading • Relationship Management • Uniform Combined State Law • Management • Equities • Sales Management • Marketing Strategy • Business Development • Team Building • Process Improvement • Equity Trading • Business Coaching • Mba • Business Planning
Sei
Client Relationship Manager
Ameriprise Financial Services, Inc. Dec 2013 - Nov 2016
Senior Regional Sales Manager
Ameriprise Financial Services, Inc. May 2011 - Dec 2013
Senior Registered Client Associate
Wells Fargo Nov 2008 - May 2011
Licensed Sales Manager
Education:
American Intercontinental University 2012 - 2014
Master of Business Administration, Masters, Marketing
American Intercontinental University 2009 - 2012
Bachelors, Bachelor of Arts, Finance
College For Financial Planning
Skills:
Series 7 Marketing Sales Trading Relationship Management Uniform Combined State Law Management Equities Sales Management Marketing Strategy Business Development Team Building Process Improvement Equity Trading Business Coaching Mba Business Planning
Certifications:
Series 7 Series 66 Financial Industry Regulatory Authority (Finra)