financial advisor resumes

Customer Service Sales

Canada, Brampton, ON
... as per their requirements • Handle customer support and administration during open house hours • Organize files and records of members manually **** ******* Page 2 of 3 Part-Time Office Administrator 08/2013 – 02/2014 Asad Khan, Financial Advisor ... - Sep 28

Treasury Intern - proficient in Microsoft Excel, Word, and Powerpoint

United States
... M C K E N Z I E **** ********* ****** *******, **, 77005 E: P: 713.***.**** Objective Pursuing full time financial advisor position upon December 2014 graduation. Qualities include attention to detail, critical thinking ... - Sep 27

To sales any Product.

India, New Delhi, DL
... Completed 45days Industrial Training in “Birla sun life insurance” as well as on “Financial advisor”. • Self motivated, hard working and goal-oriented with a high degree of flexibility, resourcefulness and commitment. Exhibit an honest work ethic ... - Sep 27

Customer Service Sales

Canada, AB
... EDUCATION & PROFESSIONAL DEVELOPMENT Microcomputer Business Applications Diploma 2005 Academy of Learning Business College, Calgary, AB Tourism Management Diploma 1990 Georgian College, Barrie, ON WORK HISTORY Financial Advisor TD Canada Trust, ... - Sep 25

Customer Service Representative, Collection Representative

Smyrna, GA
... CORE CAPITAL MANAGEMENT GROUP -- Atlanta, GA 10/2012 - 5/2013 Financial Advisor/ Collections: Responsible for collections and the resolution of delinquent lien commercial and business to business accounts. Contact customers via telephone and make ... - Sep 25

Customer Service Sales

Berkley, MI
... needs of the customer Analyzed credit reports to determine credit worthiness I was licensed in MI, GA, TN, FL, TX,PA Financial Advisor Prudential Financial Troy, Michigan May 2010 to August 2010 Analyzed clients’ financial needs Designed financial ... - Sep 25

Sales Customer Service

Tarpon Springs, FL
... Tampa, FL Sales / Financial Advisor Helped card member services Customers with their accounts to give solutions to different situations. Offered options to clients to optimized service and improved quality. Increased sales of products for the ... - Sep 24

Sales Customer Service

Ossining, NY
... Morgan Stanley - Financial Advisor - New York City 1996 – 2000 Trained and licensed through the Morgan Stanley Financial Advisors Training Program. Responsible for building managed portfolio of over $7M in new assets through extensive marketing, ... - Sep 22

Sales Manager

Irving, TX
... Financial Advisor June 2013 to November 2013 Merrill Lynch – San Antonio, TX Responsible for targeted training to pass Series 7 and Series 66. Utilizing prior work experience to leverage career path Responsible for understanding of financial ... - Sep 21

Customer Service Human Resources

United States
... 9/05-08/07-Executive Assistant Lanier Wealth Management, Inc, Cumming, GA Assistant to Financial Advisor. Coordinate office functions, liaison with clients, insurance companies, brokers. Plan and assist with workshops. Responsible for reports, ... - Sep 20

Manager Sales

India, Kolkata, WB
... Role : Selling Life Insurance & Recruiting Financial Advisor. Achievements : Joined as a Probationary Sales Manager and completed theProbationary Period with 10.72 Lacs business within 3 Months of Joining as well as salary hike and number one in ... - Sep 19

Customer Service Sales

Oceanside, CA
... Bank of America & BAISI Client Manager/Financial Advisor March 1997 - July 2004 Developed and managed a 180 million-dollar portfolio, consisting of more than 500 clients. Specializing in; first mortgages, second trust deeds, lines of credit, ... - Sep 18

Customer Service Sales

Philadelphia, PA
... I speak directly with the customers or financial advisor to settle on reason for overdue payment and make sure all parties are aware of terms of sales, service, or credit contract. Allies Inc., Manager Medford, NJ 2008- 2013 Manage a group home for ... - Sep 18

Data Entry Financial Advisor

Indonesia, Jakarta
... Mar 2010 – June 2011 Financial Advisor at Millennium Penata Future, PT Yogyakarta, Indonesia My role consists of provide clients with advice on financial matters, making recommendations on ways to best utilize their money, involves researching the ... - Sep 18

Manager Office

South Africa, Pretoria, GP
... SYNOPSIS Employer Position Date Smollan Group SA (Pty) Ltd COMMISSION RECON 2013 November To CLERK Date Old Mutual Financial Advisor 2013 February- May 2013 Transport and Economic Support Services Office Administrator 2004 November- January 2013 ... - Sep 18

Sales,Marketing,MS-Office-Excell-Spreadsheet,CRM And Team Leading

India, Kolkata, WB
... V Working as a Financial Advisor in Kotak Life Insurance from March 2014 on wards till present. Personal Details: Fathers Name : Mr. Subhasis Bose Date of Birth : 01/08/1986 Sex : Male Permanent Address : 76/1A K.N.C. Road, Flat No- D, BIRENDRA ... - Sep 18

Customer Service Marketing

Sterling, VA
... Senior Advisor to NMTA Advisory Services, the consultant and advisory arm of the National Money Transmitter Association of the US. . Senior Strategic Financial Advisor to KIKA Enterprises, a mobile broadband hardware company. . Senior Adviser to ... - Sep 17

Sales Customer Service

Westlake, OH
... Recruited and trained financial advisors and marketed financial services. American Express Financial Advisors, Worthington, Ohio, Financial Advisor, July 2001 to December 2001 RELEVANT SKILLS Sales Management . Responsible for the day to day sales ... - Sep 17

Customer Service Management

Canada, Saskatoon, SK
... Currently attaining certification for Construction Safety Officer S H E L L E Y B E T T I G …continued PROFESSIONAL EXPERIENCE PRIMERICA (2013 - PRESENT) Financial advisor Continual training to better our clients ESSENCIA BEAUTY (2012 - PRESENT) ... - Sep 17

Administrative Assistant Marketing Manager

Los Angeles, CA
... such as filing and coding checks F&A Federal Credit Union Monterey Park, CA 2000-2009 Administrative Assistant & 401k Sponsor Provided assistance for the C.O.O and Financial Advisor in all aspects of daily business within the investment department. ... - Sep 17