financial advisor resumes

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

Sales Insurance Agent, Financial Advisor

Belleair Beach, FL
... ** - **/*013 Allstate Financial Services Belleair Beach, FL Exclusive Financial Specialist 08/2008 - 08/2009 Coldwell Banker Commercial Clearwater, FL Commercial Realtor 12/2005 - 08/2008 RBC/JB Hanauer Tampa, FL Financial Advisor Achieved all goals ... - Sep 17

Customer Insurance

... Ltd June 2007 - Sep 2007 Financial Advisor & Telemarketing Met Life India Insurance Company Pvt. Ltd is a leading Insurance Company in India. Met Life provides vast categories of Insurance policies and helps citizens to insure their lives and ... - Sep 17

Accounting Financial

New York, NY
... Public accounting/CPA firm Brooklyn, NY 10/2009~ 09/2012 Accountant/ Financial advisor Managed client A/P, A/R, general ledger (GL) and GAAP compliance Created and helped clients to implement financial and business budget plans Managed and trained ... - Sep 16

Sales High School

... Waddell & Reed Bloomington, MN 11/1997-12/1999 Financial Advisor Generated prospects and arranged appointments with potential clients. Analyzed client financial portfolios and recommended appropriate investments and/or insurance. Obtained Series 6 ... - Sep 16

Peoduction Supeervisor

Eugene, OR
... Bank - Los Reyes, Michoacan, Mexico 1983-1988 Customer Services Representative - Teller and Financial Advisor. American Express Co. - Mexico City, Mexico. 1981-1983 Customer Services Representative - P hone Adviser and Processing Credit Cards. ED ... - Sep 16

Administrative Assistant Customer Service

United States
... Experience Financial Advisor's Assistant / Operations Manager November 2012 to August 2014 Strategic Wealth Management Group LLC - MD Open accounts and process paperwork for new and existing clients. Verify and monitor clients' accounts. Checking of ... - Sep 12

Sales Vice President

Hayward, CA
... PA 2000-2002 Computer Science, University of Illinois 2010- Present PROFESSIONAL TRAINING 2001- Certified Trust Financial Advisor American Bankers Association 2002- Certified Investments Management Analyst Investment Management Consultants ... - Sep 12