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Samples in periodicals archive:
He is an accredited Asset Management Specialist through the Institute of Wealth Management and has attended numerous workshops for Commercial Banking through the Virginia Bankers Association.
As a Vice President of Investments for a national financial services firm, she has also obtained the designations of Chartered Retirement Planning Counselor (CRPC[R]), Accredited Asset Management Specialist (AAMS[R]) and Registered Financial Gerontologist (RFG[R]).
He earned his BSBA in Finance from the University of Massachusetts at Lowell and is a CERTIFIED FINANCIAL PLANNER(TM) practitioner, an Accredited Asset Management Specialist, a member of the Boston Security Analysts Society, and a holder of the Chartered Financial Analyst designation.
Bilsborough has a bachelor's degree in business administration from the University of San Diego and has earned the Accredited Asset Management Specialist (AAMS) designation from The College of Financial Planning.
He has earned the Accredited Asset Management Specialist (SM)(AAMS) designation and holds a B.
Shawn also holds the Accredited Asset Management Specialist (TM) [sup.
He earned the Accredited Wealth Management Advisor (SM) and Accredited Asset Management Specialist (SM) designations from the College for Financial Planning.
Leon has earned the Accredited Asset Management Specialist (SM) (AAMS) designation and holds a B.