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Home > Business & Finance > Personal Finance > Personal Finance Master
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Personal Finance Master
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This expert is temporarily unavailable, but expects to resume service on
12/23/2020 11:59:59 PM. We apologize for any inconvenience caused.
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Expert in:
Personal Finance
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Rating:
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Languages:
English
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401k Plan Expert - 7000+ People Served
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Share
Personal Finance Master
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Degrees
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Series 6, Series 63
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My Expert Service
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During my career I worked with over 7000+ employees, job changers and retirees touching over a billion dollars in 401k rollover transactions. Having worked on both sides of the fence, I am uniquely positioned to help you make the right decisions in your personal finances.
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Experience & Qualifications
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I have spent many years in the financial industry. During that time I have worked for American Express Financial
Advisors (now Ameriprise),and spent the last 2 years in a proactive capacity at Fidelity Investments where I specialized in the 401k rollover market for Fortune 1000 employers.
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Available Modes Of Communication
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email/chat
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Contact
Personal Finance Master
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