About Candidate
Report Listing

Experienced financial advisor currently serving on a team responsible for over 500 relationships and $550M in AUM. Looking for a new opportunity in the Duluth, MN area.

Resume Summary

Vast experience from account administration to financial planning and investment management. Over ten years of industry experience in different roles and different business structures. Strong academic background and attained the CERTIFICED FINANCIAL PLANNER(TM) credential in 2018.

Designations


CFP

Location Preferences


Duluth, MN

Listing Updated
May 30, 2024
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