E*Trade
Managed Account Team Specialist
Td Ameritrade Jul 2013 - Jan 2017
Investment Consultant and Managed Investment Specialist
Wells Fargo Advisors Dec 2005 - Jul 2013
Financial Consultant
Fidelity Investments Jul 2004 - Dec 2005
Financial Service Representative
Education:
Humboldt State University 2002 - 2002
Bachelors, Bachelor of Arts, Business, Communications
University of Phoenix
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
Skills:
Leadership Financial Advisory Series 63 Business Insurance Retirement Planning Sales Wealth Management Services Portfolio Management Investments Finance Financial Services Equity Trading Mutual Funds Series 10 Etfs Retirement Crpc Services Series 7 Series 9
Interests:
Biking Music Leading Others Reading
Facebook
Mark Baliel
Friends:
Michael Raymond Baliel, Alysia Humphreys, Robert C. Jones, Bryant Kyle Church