FANNING FINANCIAL - Key Persons
Job Titles:
- Administrative Assistant / Money
As the Administrative Assistant for over 16 years, I have been responsible for a wide range of operational and administrative duties where I also utilize Cetera Advisor Network's technology for new accounts, account maintenance and running the money desk.
Job Titles:
- Financial Advisor / Investment Advisor Representative
I am in my 20 th year as a Financial Advisor / Investment Advisor Representative with Cetera Advisor Networks LLC, one of the nation's largest broker dealers. Cetera provides the independence necessary to select solutions that best suit client financial needs and objectives, and superior technology and support.
Job Titles:
- Financial Advisor / Investment Advisor Representative
I received my Bachelor of Business Administration degree from the Anderson Schools of Management with a concentration in Finance at UNM in 2021, and plan to continue my education in pursuit of the Certified Financial Planner designation.
With my 2 years' experience at Vanguard, I had the opportunity to streamline processes and provide superior client follow-up on complex issues.