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Assistant Sales

Grant Park, IL
... spreadsheets Morgan Stanley Orland Park, IL 2005-2006 Financial Advisor Personal Assistant Basic office assistance, letter writing, copy of materials, set appointments for sales people, meeting preparation, as well as coordination of seminars T.G.I. ... - Nov 25


Canada, Toronto, ON
... Canada Toronto Dominion Bank Financial Group TD Waterhouse Discount Brokerage 02/2007-05/2008 Financial Advisor, Toronto, Canada Clarica Financial Services Primerica Financial Services 01/2005-12/2006 Director of Sales Singapore. Pandora Interactive ... - Nov 24

Project Manager Accounting

Libertyville, IL
... s • MS Access • MS Office • MS PowerPoint • Formerly: Licensed Commercial Real Estate Agent in State of Oregon Work History Cashier, Returns Specialist: Home Depot, Deerfield, IL 2010 - 2014 Licensed Financial Advisor: Investment Professionals, Inc. ... - Nov 23

Life Insurance Office

India, Noida, UP
... 12 Months experience with SPA(The Financial Advisor). . 11 Months experience with DCB Bank DSA as a ATL. . Presently working with BHARTI AXA LIFE INSURANCE . COMPUTER KNOWLEGDE: Microsoft office (Ms Word, Ms Excel), Internet Surfing etc. Personal ... - Nov 20

Sales Manager

Fort Lauderdale, FL
... United Capital Financial Advisor's, Fort Lauderdale, FL 5/10-10/10 Senior Vice President of United Capital Risk Management Successfully built an insurance infrastructure for UCFA, which became United Capital Risk Management. ● Selected a Brokerage ... - Nov 19

Project Manager Sales

Holbrook, NY
... This was an extremely important project at the time it was implemented due to the fact that it was Prudential Securities' first foray into a fully interactive financial advisor order entry system. This new system took the users away from wire (TCAM) ... - Nov 18

Financial Advisor

United States
... **** ******* ***** ******* #****, San Antonio, Texas 78218 210-***-**** Ernestina Martinez Experience ****-******* ****** ***** *** Antonio, Texas Financial Advisor . Work one-on-one with clients to develop an investment ... - Nov 17

Sales Service

Memphis, TN
... MATT SHEPARD **** ******* *** MEMPHIS, TN ***** 205.***.**** PROFESSIONAL EXPERIENCE Transamerica Financial Advisors, Inc., Birmingham, AL (2010-2014) Investment Advisor Representative Responsibilities: ● Build and develop a ... - Nov 16

General Manager

Spotswood, NJ
... - Credit counselor - Financial advisor February 1999 to June 2004 General Manager Applebees’, Doherty Ent. Left for an opportunity in the Finance business Owner/Operator Pocono Ridge Paintball September 1992 to November 1999 - Retail operation Sold ... - Nov 13

Program Manager

Melbourne, FL
... Financial Advisor 2002 - 2006 Morgan Stanley Melbourne, FL Utilized MS Office products to prepare presentations showing various financial investment options and their potential returns. Prepared and presented financial plans and asset analysis to ... - Nov 13

Insurance Life

United States
... O leg Tsybulskiy *** ******** ******, ***:(718) ***-**** Brooklyn, NY 11235 e-MA I Job Objective: • Senior Private Client Financial Advisor seeking an achievement-driven opportunity to create and maintain profitable ... - Nov 11

Travel consultant, concierge, customer service

United Kingdom, Grays
... & reception work 1987-1989 Acorn Growth Associates, 314-320 Grays Inn Road, London WC1X Financial advisor for a wide range of savings plans & investments Personal Information th Date of Birth 20 October 1969 Nationality British Married Status Single - Nov 10

Insurance Engineer

Fortville, IN
... Financial Advisor - First Financial Bank 12-2011 - 03-2013 Sold insurance and investment products through Raymond James Assoc Brought clients over from the Flagstar operation and developed new clients and handled their investment options, ... - Nov 10

Quality Control Manager

Canada, Brechin, ON
... Character References Estrel Ceballo - Vice President/Branch Manager, Chinatrust, Lepanto Branch Contact No: +63 915******* Ivy Neon - Executive Financial Advisor, AXA Life Philippines Contact No: +63 915******* Nenita Raymundo - Executive Branch ... - Nov 06

Customer Service Sales

United States
... UBS, Minneapolis, MN - Financial Services 2004 to 2006 Financial Advisor . Managed and directed small business financial service activities while developing sales and service plans that enhanced client relations and portfolio growth. . Consulted ... - Nov 05

Ability to judge the people, financial analysis, ready to take new cha

India, Hardoi, UP
... Worked in ICICI Prudential Life Insurance as a Financial Advisor December 2007- February 2009 KEY STRENGTHS . Ready to take new challenges. . Convincing Power. . Flexible . Adjustable IT SKILLS . MS-OFFICE SUITE (EXCEL,WORD,POWERPOINT) . Knowledge ... - Nov 04

Customer Service Sales

... PPLIC-Cagayan de Oro Branch) Awarded as a Top Mini Team Leader(PPLIC-Cagayan de Oro Branch) Awarded as a Top Financial Advisor(PPLIC-Ayala Branch CDOC) Awarded as a Sales Manager for every quarters of Ayala Branches SEMINARS ATTENDED: VisTel ... - Nov 04

Community Manager

... $11M to $30M - Consistently achieved upper half ranking of nationwide peer group Prudential Securities ( Red Bank, NJ Financial Advisor 1994(1996 Career Highlights: - Obtained expertise through the Financial Advisor training program - Carried out a ... - Nov 03

Customer Service Skills, Teaching Skills

... 2 Page CURRICULUM VITAE Financial Advisor for Card Member Services & Service-To-Sales for Washington Mutual / JP Morgan & Chase Credit Card Accounts @ Eperformax Contact Centers Corporation (December 2008 - May 2010) Role: Assists card members with ... - Nov 03

have a good communication skills and ability to persuade customers.

India, Gurgaon, HR
... One year experience in TATA AIG INSHURANCE COMP.As a FINANCIAL ADVISOR. One year experience in AXIS COGENT GLOBAL LTD COMP As a TELLY CALLER (Out bond). Interests and Hobbies: Playing chess, Travelling, Listening to music and singing, Internet ... - Nov 02
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