Awma Jason Budrick has been a Vice President, Private Client Services in Sequoia Financial Group since 2019. Moreover, this professional has professional experience at more than two companies in the relevant field. Awma has a total work experience of 14+ years. Awma attended school at the College For Financial Planning from 2011 to 2012. This person received the following certifications: Certified Financial Planner™, Accredited Wealth Management Advisor, and Accredited Investment Fiduciary. Detroit, Michigan is the place where Awma presently lives. You can search for the professional's phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Awma Budrick
Last updated Oct 08, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ja**@hotmail.com
Location
Detroit, MI
Company
Workplace
Vice President, Private Client Services
Akron, OH
Industry
Financial Services, Business Services Investment Advisory Service Management Consulting Services, Business Services Management Consulting Services Investment Advisory Service, Investment Advice
Colleagues
Work History
Vice President, Private Client Services
3500 Embassy Pkwy, Akron, OH 44333
from Jan 2019
Senior Financial Advisor, Principal In the Firm
5480 Corporate Dr SUITE 100, Troy, MI 48098
Implements a team approach towards advising clients on all aspects of financial planning and wealth management, including: retirement income planning, investment allocation, tax planning and...
from Nov 1, 2011
Education
2011 — 2012
2004 — 2007
1997 — 2000
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Professor
School Principal
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
School Administrator
Educational Manager
Skills
Retirement Planning
Social Security
Investment Strategies
Asset Allocation
Mutual Funds
Options Strategies
Tax Planning
Estate Planning
Insurance Planning
Lump Sum Analysis