financial advisor resumes


New Port Richey, FL
... Thank you for considering me as a candidate I wish for the Recruitment Team to know that this is not just an attempt to try out a job, but that I have been committed and dedicated to becoming a financial advisor for quite some time. I have learned ... - Aug 30

Computer literate, Video and Photo Editing, Graphic design

Philippines, Burauen, Eastern Visayas
... Expert JCP Article Writing Services Mobile No.: 09161217225 Resa Datu Church Coordinator New Life Christian Center-Burauen Mobile No.: 09109285311 Evelyn Saludo Senior Financial Advisor BDO-Generali Pilipinas Tondo Area Mobile No.: 09175132412 - Aug 29

Executive Years Experience 21

... 1994 OECD TURKEY Seminar on Legal and Institutional Framework of the Foreign Investment EXPERIENCE Nov2013-now CHISIANU, FINANCIAL ADVISOR MOLDOVA Sep1999-Oct 2013 CHISINAU, JSCB "EXIMBANK-Gruppo Veneto Banca" (former JSCB MOLDOVA EXIMBANK ) General ... - Aug 29

Manager Sales

... Implementing PPP (Public Private Partnerships) Feasibility Studies Business Plans Financial Advisor Indicative Clients 1 CV George Kourtis – August 2014 Municipality of Oropos Municipality of Piraeus Municipality of Dionysos Vafeiadis S.A. ... - Aug 29

Sales Financial

Miami, FL
... • Guide investors to help them achieve their financial goals. Merrill Lynch/Bank of America – Palm Beach Gardens FL (January 2013 – January 2014) Financial Advisor • Identify prospective clients through referrals and networking with existing clients ... - Aug 28

Customer Service Active Directory, Remedy, Tivoli, SQL server mgmt

Houston, TX
... Fill out the SLA Relief Multiple Request Form and submit 01/09- 12/1 Primerica Financial Services, Dallas, TX Financial Advisor Sold financial products to clients as a independent rep/business owner. Created financial portfolios and the sales of ... - Aug 28

Sales Manager

Schenectady, NY
... career in the financial services industry to present a complete, unique perspective in the fields of Management, Business Entrepreneurship and Finance as it relates to the present day. EMPLOYMENT HISTORY: Valic/AIG– Financial Advisor – November ... - Aug 27

Manager Management

Denver, CO
... and play a key role in leading financial analysis that influence key financial business matters. . Led efforts to secure project financing with four Korean banks. Coordinated all meetings between the Financial Advisor at Rosemont and Korean Bank ... - Aug 27

Financial Analyst

Kennesaw, GA
... o Served as financial planning expert regarding investment options and client inquiries. o Provided leadership and guidance to internal sales professionals. Additional Experience Financial Advisor, American Express Financial Advisors (1997 - 1999) ... - Aug 27

math teacher

San Jose, CA
... that matches their financial needs with life insurance, annuities and investment products offered through Foresters, and joining volunteer team to support Foresters events. Aug, 2003 to Mar, 2004 AXA Advisors ---Financial Advisor Description: ... - Aug 26

Manager Accounting

Afghanistan, Kabul, Kabul
... FINANCIAL ADVISOR AND INTERNAL AUDIT CONSULTANCY ASSIGNMENT OF KARRAKURRAM COOPERATIVE BANK LIMITED . Review current chart of accounts of the bank and make recommendations to make sure the chart of accounts is in line with best International ... - Aug 26

Software Engineer Developer

India, Mumbai, MH
... Link: Lincoln Financial Advisor- Jan 2014 Lincoln Financial is an advisor app for Financial purposes where the advisor can store his/her clients details about client's policies, premium ... - Aug 26

Assistant Financial Advisor

India, Kolkata, WB
... PERSONAL INFORMATION CAREER PLANS: As I'm Having Sound knowledge of Accounts and Taxation, so I am ready to accept any challenging assignment related in those fields, my present field of studies and I also want to see myself as an Financial Advisor ... - Aug 26

Pvt Ltd Sales

India, Hyderabad, Telangana
... Worked for ING VYSYA LIFE INSURANCE as a (Financial Advisor) Sep 2010-July 2011. ING VYSYA GROUP is a top company in fortune 500 companies of the world, . Assisted the customers in advising the right policy which suits them the best after a clear ... - Aug 24

Customer Service Manager

San Diego, CA
... Served as chief local financial advisor to Vice President of Customer Care Center and Customer Care Center senior team. Reported on regional results to reflect trends and ensure required variance analyses were produced for regional department heads ... - Aug 22

Customer Service Administrative Assistant

Wichita, KS
... Edward Jones Investments Branch Office Administrator ● Administered and organized the functions of financial advisor’s office. ● Assisted customers in achieving personal goals by actively listening and understanding their financial needs ... - Aug 21

Customer Service Administrative Assistant

Atlanta, GA
... deposits • Process IRA Distributions and RMD’s • Open new accounts and update client information • Manage schedules of Financial Advisor’s • Assist in creation of new filing system for Red Compliance Files and maintain all client and regulatory ... - Aug 21

Business Management

Encinitas, CA
... billing, payroll, inventory, invoicing, and accounts payable and accounts receivable Work Chronology 20 Lounge ( Location Operations Manager 2013-2014 Financial Controller 2010-2014 Wells Fargo ( San Diego, CA Financial Advisor 2009-2010 VIDP, Inc. ... - Aug 20

Financial Sales

Sacramento, CA
... of branch personnel Wells Fargo, Financial Consultant 7/08-5/10 Provided financial planning services to branch clients and mentored in training and licensing of branch personnel Wachovia Securities, Financial Advisor 2/07-7/08 Built teams to cross ... - Aug 20

Sales Manager

Chicago, IL
... prior to promotion the team was 15th out of 16 the previous quarter • Independently directed the development of custom financial plans for clients obtained through referrals and marketing • Acquired and developed a trusted advisor relationship with ... - Aug 20