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One of the owners of (815) 851-1739 is between 50-50 years old. We have records for 25 possible previous addresses for the owner, 17 other possible phone numbers, and 9 possible related persons connected to this individual.
Combination Pipe Welder and Pipe Fitter at General Electric Oil &Amp; Gas (Since 2013)
Senior Flexonics Pathway at Flexonics Pathway (2012-2013)
Vice President - Private Client Advisor &Amp; Manager at U.S. Trust Company (Since 2010)
Vice President &Amp; Wealth Strategist at the Northern Trust Company (2007-2010)
Vice President &Amp; Market Manager at Harris Private Bank (2006-2007)
Vice President &Amp; Relationship Manager at U.S. Trust, A Subsidiary of Charles Schwab &Amp; CO (2005-2006)
Financial Consultant at Charles Schwab &Amp; CO (2005-2005)
Vice President &Amp; Investment Center Manager at Charles Schwab &Amp; CO (2004-2005)
Field Artillery Crew, Supply Stock Control, Nco/Supervisor at United States Army (2002-2008)
Active Trader Sales Consultant at Charles Schwab &Amp; CO (2002-2004)
Senior Account Executive at Cybertrader, Inc (2000-2002)
Financial Consultant at Charles Schwab &Amp; CO (1999-2000)
Education
Associate of Applied Science from ST Philips College (2010-2012)
Austin Community College
BA from University of Illinois (Until 1995)
MA from University of Kentucky (Until 1998)
High School Diploma from Seguin High School (Until 2000)
Cima Students Master the Following Concepts: Advanced Portfolio Construction; Multifactor Model Analysis; Capm; Tax Efficient Investment Strategies; Alternative Investments; Tmv; Stats &Amp; Probability; Performance Measurement; Applied Economics; Global Capital Markets History &Amp; Valuation: Hedge Funds; Modern Portfolio Theory; Risk &Amp; Return; Bond Analysis and Advanced Client Consulting Strategies.
Ctfa Designation Holders are Tested and Proficient in the Following Categories: Advanced Estate &Amp; Trust Administration; Investments; U.S. Estate &Amp; Gift Taxation; Fiduciary Income Taxation; Property Law; Principal &Amp; Income Law; Fiduciary Law; Types and Uses of Trusts; Retirement Planning; Income Tax Issues and Strategies; Distribution Mechanisms; Advanced Trust Topics: Generation-Skipping Transfer Taxation; Advanced Case Studies; Personal Finance &Amp; Insurance; Grantor Trust Rules; Split-Interest &Amp; Charitable Trusts; and Client Discovery / Consultation Show Less
8681 Fluvia Ter Apt 2b, Indianapolis, In 46250-3237
901 Main St Fl 19, Dallas, Tx 75202-3738
9323 Manchaca Rd Apt 225, Austin, Tx 78748-6242
9350 Benchmark Dr, Indianapolis, In 46240-1286
Additional information on the owner
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