To
From
Associate, Customer Service
Core
LOMA
Chartered Market Technician - Level I
Market Technicians Association
Certified Pension Consultant
American Society of Pension Professionals and Actuaries
Master Financial Planner
Advanced
American Academy of Financial Management
Certified Securities Operations Professional
American Bankers Association
Certified Investment Management Analyst
Investments and Wealth Institute
Chartered Financial Analyst
CFA Institute
Certified Funds Specialist
Specialty
Institute of Business & Finance