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Customer Service Sales

New York, NY
... inbound calls assisting Financial Advisor's in creating RFP’s, on MSSB Platform • Assisted with account functions including inceptions, cash withdrawal, account terminations, portfolio switch, fee adjustments, wrap fees, portfolio rebalancing. ... - Oct 22

team leader in share market with 2 and half year of experience.

India, Bengaluru, KA
... Financial Advisor: • Worked as a Financial Adviser from 22nd November 2011 to 22nd November 2012. - Advised the clients on their Investments. - To provide personalized guidance to the clients in Stock & Commodity market. - Maintain existing client ... - Oct 20

Administrative Assistant

Sunnyvale, CA
... benefit info, pre-registered, ran Provider Lists, called patients for next-day appoints, made new charts, helped with Financial Advisor appointments, closed up Clinic for end of day and special events, helped file and pull charts in Medical Records, ... - Oct 19

Sales Health

Canada, Toronto, ON
... project in sales netting in a profit of $1975.00 within 6 days Personal Personal investment in stocks and precious metals which were used to pay off student Projects debts in full Personal financial advisor for family and friends 2 of 2 P a g e - Oct 19

Customer Service Sales

... Financial Services Advisor July 12, 2007- May 06, 2008 Credit Card Sales Verify card holder information and activate their account. Offer programs for their credit card like protection for identity theft and balance transfers. TELETECH CUSTOMER CARE ... - Oct 18

Sales Representative

South San Francisco, CA
... EXPERIENCE REGUS RISK MANAGEMENT & FINANCIAL ADVISORY, INC. 12/11- Present Principal STATE FARM INSURANCE COMPANIES 4/08 – 11 /11 State Farm Agent MORGAN STANLEY 7/07 –12/07 Financial Advisor INFOTECHPROS.COM, INC. 10/98-7/07 Chairman, CEO & ... - Oct 17

Revenue Property Tax Appraiser- analyze,establish fair market value.

Mobile, AL
... Finance, 2005- 2009 University of South Alabama - Mobile, AL New York Life Financial Securities Intern, 2007-2008 Financial Advising, Shadow Financial Advisor, Complete Career School High School Diploma 2001-2005 Ocean Springs High School - ... - Oct 14

Customer Service Sales

New York, NY
... 2000 – Sales- Financial Advisor Aug 1995 to Dec. 1999 SALES – SKIN AND MAKE-UP CONSULTANT Sisly, SAKS 5th Ave ACCOMPLISHMENTS Developed relationships with clientele that ensure the company repeat customer satisfaction Consistently generated higher ... - Oct 12

Experianced change agent

Johnson City, TN
... Career History Edward Jones 2013 Present • Financial Advisor • Identify Client needs • Develop Investment portfolio to achieve goals • Monitor and adjust portfolio with change in markets • Create Business plan • Implement marketing plan to align ... - Oct 12

Accounting Service

... : K 2536228 Date of Issue : 25.04.2012 Date of Expiry : 24.04.2022 Place of Issue : Patna Total Experience : 06 Years Experience in India Experience Details 1) Company : SAHARA INDIA, BIHAR Designation : Financial Advisor Duration : January 2001 to ... - Oct 11

Management Accounting Staff

College Park, MD
... RELATED EXPERIENCED: FINANCIAL ADVISOR License #.007400048 April 2012- Jan.2014 PHILIPPINE AMERICAN LIFE and GENERAL ASSURANCE an AIA GROUP (PHILIPPINES) • Provides first class financial advice to clients on investments strategies based on financial ... - Oct 09

School Insurance

Selden, NY
... Guzman **** **** ****** #** * New York, New York 10029 * Phone: (917) *** – **** * Financial Advisor, Substance Abuse Counselor, NYPD School Safety Agent and Residential Supervisor whose qualifications include a degree in ... - Oct 09

Project Manager Development

New York, NY
... the classification of the financial standings of projects by nature (loan or gift) and source (bilateral or multilateral) and audited projects every six months by conducting site visits (+ 10/year) Economic & Financial Advisor 9/ 1996 – 1/ 1998 ... - Oct 09

Sales Representative

Canada, Saanich, BC
... Financial Advisor Business / Management & Sales Training, Ontario . Let The Customer Buy Certificate, E.K. Communication . Effective Communication in Today's Business World Certificate, Conestoga College . Business Management Skills Certificate, ... - Oct 09

Manager Customer Service

Port St. Lucie, FL
... in customer service and the financial services industry. I have served as a General Manager, Staff Manager, Principle Broker, Licensed Agent, Certified Financial Manager, Financial Advisor, Unit Field Trainer, Administrator and Incorporated, LLC. ... - Oct 08

Sales Representative

Toms River, NJ
... Finalizes all properties through Win-Total Program for assessed value of subject properties 11/03-12/10 CAPE MORTGAGE/ADVISORS MORTGAGE, Brielle, NJ Loan Officer - Financial Advisor and Sales Manager . Pre-Approved applications for first and second ... - Oct 07

Customer Service Manager

South Africa
... Assistant to Financial advisor. We did the Life/Long term Insurance for the Corporate clients as well as Investments etc. I learned a lot and loved working with him. I did all the quotations, made appointments and made sure their policy’s are ... - Oct 07

Customer Service Sales

Reno, NV
... 2013 -Present (Mutual of Omaha) Insurance based Financial Advisor Feb. 2013-Aug. 2013 (Waddell & Reed Advisors) Financial Representative Oct. 2003-Dec 2012 (ING Financial Partners) Financial Representative/Career Agent Carson City NV Duties: . I ... - Oct 06

Accounts Payable Accounting

Goodlettsville, TN
... financial statements for the loan • program. Prepared Grant Applications to EPA. • Reviewed fianancial statements for utility districts and cities that were • in financial trouble and helped develop a plan for improvement. Served as financial advisor ... - Oct 05

Manager Financial

Lake Grove, NY
... Provided legal expertise in the areas of contract, family, and immigration law Merrill Lynch, White Plains, New York 1987-1989 Financial Advisor . Provided financial advise to clients investing in stock and bonds International Investment Trust, ... - Oct 03
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