1360 Ross Mountain Park Rd, New Florence, PA 15944 • 7242352399
Bradford, PA
Work
Company:
D.b. root & company
Jan 2016
Position:
Financial advisor
Education
Degree:
Bachelors, Bachelor of Science
School / High School:
University of Pittsburgh
2002 to 2007
Specialities:
Business Management, Management, Marketing, Finance, Economics
Skills
Certified Financial Planner • Retirement Planning • Investment Strategies • Disability Insurance • Life Insurance • Community Service • Non Profit Volunteering • Event Planning • Series 7 • Series 63 • Series 6 • Life and Health Insurance Licenses • Series 65
Ranks
Certificate:
Cfp®
Interests
Friends and Family • Children • Lawn Games • Steelers • Friend and Family • Education • Movies and Books • Running • Socializing • Golf • Pens • Pirates • Health
D.b. Root & Company
Financial Advisor
D.b. Root & Company Aug 1, 2012 - Dec 2015
Registered Assistant
Northwestern Mutual Jul 2009 - Jul 2012
Financial Representative
Education:
University of Pittsburgh 2002 - 2007
Bachelors, Bachelor of Science, Business Management, Management, Marketing, Finance, Economics
Skills:
Certified Financial Planner Retirement Planning Investment Strategies Disability Insurance Life Insurance Community Service Non Profit Volunteering Event Planning Series 7 Series 63 Series 6 Life and Health Insurance Licenses Series 65
Interests:
Friends and Family Children Lawn Games Steelers Friend and Family Education Movies and Books Running Socializing Golf Pens Pirates Health