Helen Mize
Portfolio Manager-Aktien bei Resource Consulting Group, Inc.
Profil
Ms. Helen Mize is a Specialist Wealth Advisor at Resource Consulting Group, Inc. She joined the firm in October 2003.
She is a member of The Financial Planning Association, allowing her to continue her professional development by attending conferences and seminars directly related to financial planning.
Her seven years of experience as an office administrator for a local CPA firm, ten years in human resources, and four years working for State Farm have been valuable training for her current role as a specialist wealth advisor.
She works closely with a select group of high-net worth financial planning clients and their children preparing, implementing, and monitoring their financial plans and managing their investment portfolios.
She also counsels other advisors and clients on Social Security and Medicare issues.
Ms. Mize received her undergraduate degree from Valencia College.
Aktive Positionen von Helen Mize
| Unternehmen | Position | Beginn |
|---|---|---|
Resource Consulting Group, Inc.
 Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Portfolio Manager-Aktien | 01.10.2003 |
Ausbildung von Helen Mize
| Valencia College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
