financial advisor resumes 5

Sales Insurance

United States
... 2010 Financial Advisor- Brought in and managed over 600 clients in five years developing my financial services practice. Provided financial planning to individual clients and group accounts. I expanded my business lines to include fee plans, wealth ... - Jun 02

Engineer Project

Baltimore, MD
... Jonathan Reyes: Freelance Audio Mixer, 908-***-**** Brandon Mimms: Cocaine Music Group (CMG) Manager for Yo Gotti, 901-***-**** Kim Randall: SAE-NY Financial Advisor, 678-***-****, - May 31

Sales Manager

Canada, Rimouski, QC
... Financial Advisor PKO Bank Polska S.A. Sosnowiec, Poland January 2001 - July 2004 Owner of franchise of the bank branch. The branch offered variety of banking products for individual and business customers: Bank accounts, Credit products, Credit ... - May 28

Customer Service Sales

Yemen, Albuq, 'Amran
... August 2013 Manuel Lujan Agencies - Albuquerque, NM Created life insurance department, handling all marketing, sales and customer services Owner / Financial Advisor February 1981 to July 2012 RDF Financial LLC - Albuquerque, NM Financial Planning: . ... - May 28

Project Information Technology

... 10th std (CBSE) 2000 65% Company Name : TATA AIA LIFE From : 20-02-2013 To: Till Date Duration 7 months : Designation : Senior Financial Advisor Responsibilities Responsible for Generating Lead by making tele call to potential customers who are ... - May 27

Project Manager Engineering

United States
... Serve as Financial Advisor by managing appropriate spending, budgeting, and expense allocations. Propose fundraising and other event ideas to the Executive Board to increase reserve funds. Recruitment Chair May 2012-May 2013 Organized recruitment ... - May 23

Branch Manager

Orange, CA
... Worked closed with bank partners such as Mortgage Officer, Financial Advisor, Commercial and Business officers to increase the branch’s revenue. US Bank, Costa Mesa, CA (Sept. 2007 – Sept. 2009) Assistant Branch Manager • Managed, maintained and ... - May 22

Sales Manager

Bellbrook, OH
... Accomplishments: $750K in sales generated per year, with 95% capture 25% increase in sales within one month Top 10% national ranking 4 straight years 50% salary increase earned over a 6-year period From 2000 to 2002, I became a financial advisor and ... - May 21

Customer Service Sales

San Jose, CA
... Morgan Securities LLC 10/20012 to 08/01/2013 Chase Private Client Advisor • Create and foster strong partnerships with the branch employees and business partners. • Assess customer goals by conducting financial opportunity sessions with new or ... - May 20

Sales Training

Phoenix, AZ
... 10/1/2012 Present Chandler, AZ - Consult with customers and sell website designs - Build websites for customers Financial Advisor, University of Phoenix 3/1/2010 10/1/2012 Phoenix, AZ - Introduced sedentary co- workers to weight training at lunch. ... - May 20

Account Executive Marketing

United States
... Financial Advisor, LPL Financial > Provided personalized strategies to achieve wealth preservation for clientele. > Designed a professional network with the municipalities, officers and other personnel departments in order to service potential ... - May 20

Customer Service Sales

Hampton, VA
... and report deficiencies • Foster and nurture excellent customer relations and grow existing clientele Navigon Financial Financial Advisor August 2009 -July 2010 • Persuasively and resourcefully communicated features and merits of products offered ... - May 20

Customer Service Manager

United States
... Invoicing customers, Visiting both customers and vendors, Inventory control, CNC operator Central Payment Processing-Financial Advisor, XXX 2009-XXX 2010 Duties included selling to small to medium size businesses credit card processing, gift cards, ... - May 20

Manager Assistant

United States
... EMPLOYMENT HISTORY Ward McDaniel & Sagepoint Financial, Irvine, CA 02/2012-10/2013 Sr. Executive Assistant . Compliance management . Facilitated and resolved clients problems and inquiries . Liaison between client and Financial Advisor . Made sure ... - May 19


Belvedere Tiburon, CA
... Developed, built and maintained Financial Advisor relationships in the Northeast Region from Maine to West Virginia via the telephone through the independent planning channel to generate new business.. Uncovered Financial Advisors business models in ... - May 18

Management Assistant

Baltimore, MD
... Financial Advisor Everbright Securities Co., Ltd. - Jiangsu, China - July 2011 to August 2012 • Researched daily asset allocation reports by 8 major agencies from buy side, sell side, and independent institutions. • Detected investment opportunities ... - May 16

Recruiter, A/R, A/P, Benefits, Finance

United States
... Aftermarket Product Sales 2010 2012 Northwestern Mutual Mishawaka, IN Financial Advisor Managing Financial Risk and helping clients reach Financial Security Financial Planning, Retirement Planning, Estate Planning, Wealth Transfer Providing ... - May 14

Sales Representative

Hamilton Township, NJ
... Responsible for all financial and accounting functions related to projects, materials, payroll, and marketing • Conduct project estimates, color consultations, website maintenance (SEO), blogs, and other managerial duties Financial Advisor - Wealth ... - May 10

Senior Training Consultant

Land O' Lakes, FL
... an In-House web application on client financial data • Conducted Virtual Training : Webinars through iLinc, on all financial systems • Provided hands on supervisor support in several offices when needed Financial Advisor and Trainer December 1991 – ... - May 10

Manager Customer Service

O'Fallon, IL
... Financial Knowledge ~ Motivated for Success Team Player ~ Experienced Manager ~ Trainer ~ Pragmatic PROFESSIONAL EXPERIENCE AAA Insurance Insurance Specialist 2010 PRESENT John Hancock Sales Manager 2006 2010 Morgan Keegan/Regions Bank Financial Advisor ... - May 06
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