financial advisor resumes

Sales Life Insurance

India, Faridabad, HR
... and Teacher at Kerala Model School in Vemulawada, Karimnagar District, Andhra Pradesh Part Time - Financial Advisor (Insurance Agent) of ICICI Prudential - Along with Dish TV job I managed to collect personal Life Insurance Policy from Individuals. ... - Jul 25

Customer Service Staff

... Reason for leaving: Change environment Company name: Prudential Assurance Company 2005-2006 (9 months) Industry: Finance and Wealth Management Position: Financial Advisor / Personal Assistant Responsibilities: - Cold calling, conduct surveys, ... - Jul 23


Burrillville, RI
... PROFESSIONAL EXPERIENCE: NEW YORK LIFE INSURANCE, Providence, RI Financial Advisor December 2013 - Present Conduct sales and collections, oversee budgets and forecasts, and research market analysis. Analyze call logs and sales numbers for compliance ... - Jul 23

Financial Analyst Years Experience

Stony Brook, NY
... the annual financial reports of the Ford Motor Company, taking the industry and macro economic situation into consideration, predict its stock price in 2014. Interns Corporation: Ever Bright Bank of China 9/2011-11-2011 Position: Financial advisor A ... - Jul 22

financial markets, research analysis

... I studied English, Social Studies, Math's, Hindi,Science and secured Ist Division with76% marks WORK & LEADERSHIP EXPERIENCES [METLIFE] [NEW DELHI] [INDIA] [FINANCIAL ADVISOR] [1ST JUNE'10 - 30TH NOVEMBER'10] As an intern in the company, I had two ... - Jul 22

Customer Service Quality Assurance

Arlington, TX
... Handled financial advisor emails, maintenance items and day to day monitoring of work requests. Worked with various departments to solve outstanding issues. Effectively coached new phone staff. Consistently recognized by advisors as delivering ... - Jul 22

Sales Manager

Chicago, IL
... 2013 Greenwich, CT Assist Chase Private Client financial advisor with $275M in AUM. • Partner with the advisor to identify client needs, analyze customer information, define investment goals, and build plans to achieve client objectives while ... - Jul 21

Customer Service High School

Overland Park, KS
... Kagy Financial Group October 2006 to December 2011 Seminar Coordinator for financial advisor and office administrator. Set up seminars at various locations, made the appointments at the seminars. Followed up with the client. Maintained files and ... - Jul 21

Sales Company

Brooklyn, NY
... – Joint Bookrunner on $531mm IPO, Joint Placement Agent on $251mm Pre-IPO Convertible Note Offering Telx – Exclusive Financial Advisor on $213mm S ale to GI Partners Cerberus Capital Management – Joint Bookrunner on $48bn LBO of BCE (Withdrawn) ... - Jul 20

Marketing Financial

Brick, NJ
... Morgan Stanley January 2005-January 2006 Financial Advisor Toms River, NJ . Reviewed clients' portfolios and made recommendations based upon the data. . Built up a book of business of new clients and organized a team effort with agents on marketing ... - Jul 17

Sales Representative Insurance

Plymouth, MN
... analysis • Google Adwords Certified Professional designation acquired • 2012 – 2012 Principal Financial Group Jacksonville, FL Financial Advisor Prospect for appointments to present financial planning options to individuals and business owners. ... - Jul 16

Financial Analyst Sales

Houston, TX
... Merrill Lynch - JR Financial Advisor/Intern Houston, TX * Conducted in-depth reviews of clients’ financial circumstances and future goals using reports. * Analyzed information and prepared plans best suited to individual client goals. * Reviewed ... - Jul 16

Sales Financial Advisor

New York, NY
... – Financial Advisor to the Trustee under the RoDan Leveraged Lease Notes ! Built valuations and liquidation/going concern recovery models, including pro-forma capitalization tables, net sales proceeds allocation flow diagrams, and Black-Scholes ... - Jul 16

Customer Service Human Resources

Austin, TX
... As part of Manpower's recruiting process outsourcing division, successfully pre-screened and phone interviewed potiential Financial Advisor candidates for the Edward Jones account. . Successfully recruited 5 candidates over a 2 month period. ... - Jul 15

ny course is nursing but i've been working as financial advisor

Philippines, Makati, NCR
AVEGAIL D. DERAIN Leveriza St. Pasay City E-mail: Mobile No.: 0935-15-100-10 OBJECTIVES To be part of a well- established company that will enhance my skills and abilities towards professional excellence. To acquire a job... - Jul 15

Sales Customer Service

Wethersfield, CT
... Capital Financial Planning, North Haven, CT 2007 - 2009 Independent Financial Advisor . Highly skilled at analyzing personal information, creating sound investment solutions, and facilitating strategies to increase portfolio value. . Solid ... - Jul 14

Customer Service Sales

Tifton, GA
... ***** ***** Insurance Agent/Loan Officer Tifton, GA *****.******@*****.*** - 229-***-**** WORK EXPERIENCE Financial Advisor Northwestern Mutual - Tallahassee, FL - October 2013 to Present Responsible for prospecting and generating multiple new ... - Jul 13

Real Estate Insurance

Plainfield, IN
... ******* ************* Financial Advisor at Wells Fargo Advisors, LLC *******.********@*****.*** Summary Please contact me by e-mail *****************@*****.*** or 317-***-**** Experience Financial Advisor at Wells Fargo Advisors July 2013 - June ... - Jul 13

Sales Manager

Everett, WA
... Has excelled in every directly or peripherally- related sales role, from loan officer and financial advisor to territory and supply chain manager. • Focused leader; gets results: Strong work ethic evidenced by a consistent record of exceeding ... - Jul 11

web designer

India, Coimbatore, TN
... Work Experience as financial advisor in Metlife India Insurance Company from May 2007 till now Februrary 2010 Date : 10 / 02 / 2010 signature Place : Coimbatore Lakshmanan.Km ... - Jul 11