Kirk Tassell, CFPtm

Current

• VICE PRESIDENT- INVESTMENTS at STOCKCROSS FINANCIAL SERVICES

Past

• Private Financial Advisor, VP at SunTrust Investment Services
• CFP(TM), Certified Financial Planner at TDAmeritrade
• Financial Advisor at Morgan Stanley

see less...

Education

• Hartwick College

Connections

13 connections

Industry

Financial Services

Kirk Tassell, CFPtm’s Summary

Kirk Tassell, CFPtm’s Specialties:

Specializing in Asset Management and Fixed income Products. United States Treasury Bonds, Government Agency bonds, Tax-Free Municipal bonds, Corpoarte bonds, Annuities, Certificates of Deposit.

Kirk Tassell, CFPtm’s Experience

• VICE PRESIDENT- INVESTMENTS

  STOCKCROSS FINANCIAL SERVICES

  (Financial Services industry)

  October 2008 — Present (10 months)

  FIXED INCOME SPECIALIST AND PORTFOLIO PLANNING

• Private Financial Advisor, VP

  SunTrust Investment Services

  (Public Company; 5001-10,000 employees; STI; Financial Services industry)

  March 2007 — October 2008 (1 year 8 months)

• CFP(TM), Certified Financial Planner

  TDAmeritrade

  (Public Company; 1001-5000 employees; AMTD; Financial Services industry)

  June 1999 — December 2006 (7 years 7 months)

• Financial Advisor

  Morgan Stanley

  (Public Company; 5001-10,000 employees; MS; Financial Services industry)

  January 1997 — May 1999 (2 years 5 months)

Kirk Tassell, CFPtm’s Education

• Hartwick College

  1985 — 1989