| Wealth Management Advisor |
Immediately |
TIAA-CREF |
Various Locations |
MI |
| Financial Planner/Owner |
Immediately |
Creative Financial Service Inc. |
Elm Grove |
WI |
| Financial Planning Assistant in Waltham, MA or Wolfeboro, NH |
12/24/2007 |
Ballentine, Finn & Company, Inc. |
Waltham, MA or Wolfeboro |
NH |
| Wealth Management Advisor |
6/10/2008 |
WMS Partners |
Towson |
MD |
| Senior Client Advisor, Multi-Family Office |
Immediately |
Ballentine, Finn & Company, Inc. |
Waltham, MA or Wolfeboro |
NH |
| Senior Investment Advisor & Managing Partner |
5/1/2008 |
The Mutual Fund Store |
Lexington |
KY |
| Financial Advisor |
Immediately |
USAA |
San Antonio |
TX |
| Client Service Associate/Paraplanner |
Immediately |
Briaud Financial Planning, Inc. |
Bryan |
TX |
| Financial Planning Internship |
5/1/2008 |
Financial Service Group, Inc. |
Racine |
WI |
| Senior Financial Planner |
6/30/2008 |
Brightworth, LLC |
Atlanta |
GA |
| Wealth Advisor |
6/30/2008 |
Brightworth, LLC |
Atlanta |
GA |
| Webmaster |
Immediately |
NAPFA |
Arlington Heights |
IL |
| Certified Financial Planner |
Immediately |
|
Upstate |
NY |
| Investment Advisor |
Immediately |
Litman/Gregory Asset Management |
Larkspur |
CA |
| Asset Class Research Analyst |
Immediately |
Litman/Gregory Asset Management |
Larkspur |
CA |
| Office Manager |
Immediately |
Pinney & Scofield, Inc. |
Cambridge |
MA |
| Wealth Management Associate |
9/1/2008 |
Baltimore-Washington Financial Advisors, Inc. |
Columbia |
MD |
| Senior Wealth Strategist |
Immediately |
Union Bank of California |
San Francisco |
CA |
| Tax and Accounting Associate |
9/1/2008 |
Baltimore-Washington Financial Advisors, Inc. |
Columbia |
MD |
| Associate Analyst |
9/14/2008 |
Matrix Wealth Advisors, Inc. |
Charlotte |
NC |
| Portfolio Manager |
8/1/2008 |
Burt Associates, Inc. |
Rockville |
MD |
| Financial Planner |
Immediately |
JoycePayne Partners |
Richmond |
VA |
| Investment Associate |
Immediately |
Ballentine, Finn & Company, Inc. |
Waltham |
MA |
| CLIENT MANAGER, INVESTMENT SERVICES |
8/9/2008 |
Accredited Investors, Inc. |
Edina |
MN |
| Support Advisor |
Immediately |
Schultz Financial Group, Inc. |
Reno |
NV |
| Client Service Manager - Atlanta |
Immediately |
Diversified Trust Company |
Atlanta |
GA |
| Analyst |
Immediately |
Stepp & Rothwell, Inc. |
Overland Park |
KS |
| MHN Government Services Personal Financial Counselor |
Immediately |
|
San Rafael |
CA |
| Financial Associate |
Immediately |
Syverson & Company, LLC |
Overland Park |
KS |
| Financial Planner |
Immediately |
Cambridge Tax and Financial Consultants, Inc. |
Davie |
FL |
