FINRA Series 7, 9 / 10, 31, 63, 65 & 66 PROCESS-ORIENTED FINANCIAL SALESPERSON & INVESTMENT MANAGER Wealth Management | Portfolio Design | Investment Management | Risk Management Retirement Planning | Data Analysis | Financial Planning | Relationship Management Sales Cycle Management | Managed Money | Asset Allocation | Tax Planning FINRA Series 7, 9 / 10, 31, 63, 65 & 66 Licenses | Eagle Scout | 