financial advisor resumes 5
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Insurance Sales Manager

Aurora, CO
... Larry Solony Financial Advisor - Country Financial **** * ******** ** #*** - Las Vegas, NV 89117 acewca@r.postjobfree.com - 702-***-**** I am looking for a rewarding career with a well established company WORK EXPERIENCE Financial Advisor Country ... - Jul 08

Sales Office

Canada, Windsor, ON
... Technology& Business University Concentration:Finance ACTIVITIES& INTERESTS Communication, sales, negotiation WORKING EXPERIENCE Sales at Canadian property star windsor branch 2014.5-2014.6 Financial advisor at China merchant bank 2012.12-2013.6 - Jul 08

Customer Service Project Manager

Austin, TX
... • Financial Advisor, MORGAN STANLEY DEAN WITTER, San Antonio, TX 1999 – 2000 Obtained Series 7, 31, 66 licenses and Group I License for Life and Health Insurance for trading and • advising investment products. Sourced and generated new business ... - Jul 02

Manager Customer Service

Las Vegas, NV
... 2004 - 2007 Bright Beginnings • Independent Contractor • • • MERRILL LYNCH 2006 - 2007 Paths of Achievement program • Financial Advisor training Program • • • PROPERTY MANAGEMENT 1997 – 2003 • Irvine Company IAC Resident Relations Manager 400+ ... - Jun 30

Financial Advisor/Life Agent

Saint Clair Shores, MI
... RESUME OF CHRISTINE MCCAFFERTY Serving Michigan and Indiana 248 *** **** acera9@r.postjobfree.com Summary Desiring a sales position as a Financial Advisor/Life agent, bringing to your company qualified experience with a high performance background. ... - Jun 27

Sales Customer

Panacea, FL
... Louis, MO Business Development Group Intern June-August 2012 • Conducted quantitative research and analysis of financial advisor performance data using Excel and multiple resources in support of project aimed at increasing productivity revenues. • ... - Jun 26

Manager Customer Service

Brentwood, NY
... Had a large following of customers that wanted to deal with me exclusively METLIFE FINANCIAL SERVICES August 1998 - January 2010 Financial Planner/Financial Services Representative/Financial Advisor 14. Developed financial plans and concepts to meet ... - Jun 25

Customer Service Sales Representative

United States
... of wastes Edward Jones Investments, Houston, TX Feb 2009 – Mar 2009 Financial Advisor Trainee – Studied for Securities Exam BNSF Railway, Topeka, KS Jul 2004 – Nov 2007 Conducted Environmental Training for my assigned territory (five states). ... - Jun 24

Sales Representative

Delray Beach, FL
... Mortgage expert for financial advisor's top clients; advising affluent clients / prospects on all financial services (all positions). Speaker and presenter for product and compliance issues for the industry (all positions). Defined business strategy ... - Jun 24

Sales Human Resources

Woodstock, GA
... October 2011 - December 2011 Human Resources Administrator/Personal Financial Advisor - Johns Creek, GA New position created on a trial basis. Primary duties to include organizing and monitoring the Owner's personal financial investments and act as ... - Jun 23

Customer Service Sales

San Antonio, TX
... Edward Jones 2010-2011 Branch Office Administrator-Managed an office for a Financial Advisor. Built relationships with customers' by calling them, taking care of any questions on their brokerage accounts, including performing equity, bond and mutual ... - Jun 23

Customer Accounting Assistant

Wayne, NJ
... 1998-2009 Tomorrow's Financial Services, Inc., Lincroft, New Jersey Independent Financial Advisor Built and ran my own independent book of clients as it pertained to complete financial planning and consulting. Education: Richard Stockton College of ... - Jun 23

Customer Service Sales Representative

Jamaica, Kingston, Saint Andrew Parish
... NAME: TANIA NICOLE OGILVIE 26th February, 1974 DATE OF BIRTH: 22 Rosedale Drive, Mandeville, Manchester ADDRESS: Marital Status Single Work Experience Nov ‘08’ - Present Chancellor Insurance Agency Ltd - Insurance Financial Advisor Job Description – ... - Jun 22

Customer Service Sales

Canada, Brampton, ON
... Financial Management Advisor Sep 2008 . Wealth Management Techniques Course Aug, 2008 . Professional Financial Planning Course, Jan 2002. . Options Licensing Course, April 2001. . Derivatives Fundamentals Course, Jan 2001. . Canadian Conduct & ... - Jun 19

High School City

Philippines
... Ramos Financial Advisor Sun Life of Canada (Philippines), Inc. Tindalo New Business Office Makati City (632)***-****/(63917)303-1605 I hereby certify that the above information is true and correct to the best of my knowledge. Russelle ... - Jun 18

Project Manager Management

Bayonne, NJ
... NJ Financial Advisor 2009-2011 . Willingly volunteered and took over a failing vacant office within rural region for company and successfully doubled the assets under management and desired clients within a year. . Consistently maintained a "Far ... - Jun 12

Sales Manager

Mentor, OH
... PA 4/2008 - 11/2011 Store Manager Guardian Life Insurance 1/2006 - 1/2008 Financial Planner American Express Financial Advisors 7/1989 - 12/2005 Senior Financial Advisor Goodyear Tire & Rubber Co., Pittsburgh, PA 9/1980 - 5/1989 Store Manager ... - Jun 07

Sales Customer Service

Lake Mary, FL
... 604 S Laurel Avenue, Sanford, Florida 32771 Cell 407-***-**** acegdy@r.postjobfree.com Employment History First USA Bank Financial Advisor 11/1996 to 10/2000 Lake Mary, FL Island Tours Tour Guide and Trainer 5/1997 to 2/2001 Sarasota, FL YMCA’S of ... - Jun 05

Sales Project Manager

Pearland, TX
... Insurance / Annuity sales on days off and evenings 12/2012-09/01/2013-Advisors Financial- Houston,TX . Financial Advisor/Retirement Planning . Sales and service to clients retained from previous 30 years 11/04 - 9/12 Public Safety Financial Group ... - Jun 05

Sales Representative

Germantown, TN
... SEEBECK **** ******* ***** Germantown, TN 38139 901-***-**** acef16@r.postjobfree.com professional experience First Command Financial Services, Memphis, TN 5/1/2013 - present Financial Advisor . Prospect in military and civilian communities to ... - Jun 05
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