... E xeter Advisors, Fairport, New York, Workplace Financial Advisor
(2008-2009) Developed and implemented the workplace financial advisor
model at M anning & Napier A dvisors Exeter Advisors subsidiary. P rovided 401k education focusing on ...
- Apr 24
Canada, Windsor, ON
... Clair College 1985 – 1988 • Obtained Ontario Secondary School Diploma • Essex District High School 1981 – 1985 Experience June 2013 Sun Life Financial
to present Financial Advisor
. Build and maintain client bases, keeping current client plans up-to ...
- Apr 23
United Kingdom, London
... 07552 466326 (Mobile) Email: firstname.lastname@example.org PROFESSIONAL PROFILE A positive and proactive accountant and financial advisor
with a keen eye for detail and a logical and analytical approach to problem solving. Utilising strong skills in ...
- Apr 20
models and analysis in support of ideas to maximize profitability and growth. • Analyzed internal and external data in order to find ways to optimize efficiency of operations. Edward Jones, Rochester, MN February-November 2008 Financial Advisor
- Apr 15
... GE FINANCIAL ADVISOR
, Atlanta, GA 2002 - 2004 Financial
Services Representative Financial
Planning, Variable Life and Annuities and Retirement Planning. Worked with both individuals and small businesses. Utilized GE's Employee Services Group to ...
- Apr 14
... Investment 2012 Employment Lockey Wealth Management, Dallas, TX Present President/Financial Advisor
1. Management of private practice accountable for soliciting businessfor new accounts and developing strategic alliances with clientele. 2. Develop ...
- Apr 02
... 09/2003 - 2004 Merrill Lynch Lakeland, Fl, USA Financial Advisor
Recruited into the Financial Advisor
Training Program 3. Secured series 7 lic. 4. Secured series 66 lic 5. Successfully completed all pre-sales training. 6. Decided to take sales ...
- Mar 16
... Financial Advisor
Catamaran/Hospiscript Pharmacy Technician 2013-2013 . Pharmacy Claims . Customer Service . Medication Profiling . Hospice Contacting Suntrust Bank, Orlando, FL 2012- 2012 Customer Service Representative . Explain procedures to ...
- Mar 12
... Finance 2005 – 2005: School Prep (831) ***-**** 2001 – 2004: AIG/ Financial Advisor
1997 – 2000: MedImpact/ Accountant 1991 – 1996: B.S.B.A. Finance **********@*******.*** Monterey, CA 93940 Career 360 Degree - ****** Experience Google Specialist ...
- Mar 11
... specialized in identifying appropriate HNW investment vehicles, Financial
Planning, insurance and all items related to HNW Wealth Management. Wachovia Securities Inc. Financial Advisor
2002-2008 White Plains, NY Director of Sales & Marketing; ...
- Mar 10
India, New Delhi, DL
... Infratech Xervices Pvt Ltd Resume Summary Key Skills Performance Management, Industrial Relations, Investment Banking, Financial Advisor
Services, Customer Relations, Interior Designing and Construction Objectives CEO / COO ...
- Mar 04
... 60 hours/week Senior Associate/Financial advisor
. WMA, Securities, Inc., Santa Clara, CA.95054 Ernie Solis, (408) ***-**** 1995 to 1999. 60 hours/week; Financial Advisor
. American Express Fin. Adv.; 1999 Bascom Ave,Campbell, CA 95008 Garry Gassman, ...
- Feb 28
... 06/2009 - 04/2012 Freelance Recruiter - Housto, TX Financial Advisor
Recruiter Researched and recommended new sources for candidate recruiting.Built social networks to fnd qualifed candidates.Identifed prospective reps using lead generating methods ...
- Feb 27
Fort Lauderdale, FL
... EDUCATION MBA-Financial
Management Hofstra University BBA-Accounting, Finance University of Cincinnati C.P.A.-New York-Non-Practicing BOARDS-ORGANIZATIONS Member-Construction Financial
Management Association Financial Advisor
-Village at Lake ...
- Feb 23
Kansas City, MO
... 2009 JPMorgan Chase Financial Advisor
Card Bank 2011 Framing Skills Include: 2006 T Mobile Wireless Customer Service Rep Operating the Wizard, heat press, USA 2009 Glass cutting machine, Miter saw. Senior Representative Extremely careful attention ...
- Feb 20
... 99204 509-***-**** Objective: A position in the Financial
Services Industry, which will enable me to use my experience to help clients attain financial
independence. Experience: MorganStanley SmithBarney Spokane, WA. Financial Advisor
11-15-2010 to ...
- Feb 19
... Oppenheimer, Putnam, Transamerica leaders (1993-1998) Earned Sales Leader’s Award(2003) with Eaton Vance as Financial Advisor
with Placer/Sierra bank (2004) #1 Gross Sales Glendale/ Telluride sales contest 1998, entire state (80 plus brokers ...
- Feb 18
... Taught project-based lessons to first grade students at Roswell North Elementary Intern at AXA Equitable May 2011 - August 2011 (4 months) Assisted Senior Financial advisor
Jan Williams by organizing company files, researching potential company ...
- Feb 18
Las Vegas, NV
... Resume: ********* O'Donnell **** ******** *** #**** *** Vegas 89102 (702) *** **** ***Relocated to Las Vegas Nevada due to spouse employment transfer *** Patient Account Representative / Denial Analyst / Financial Advisor
08/2013 Present Job Agency ...
- Feb 15
San Antonio, TX
... Processed payments (credit cards, checks or internal transfers), made payments arrangements, closed accts (if ness.) JpMorgan Chase, San Antonio, TX 3/2008 4/2009 Financial Advisor
/Customer Service I provided quality service to customers w/ their ...
- Feb 13